SeekingAlpha · Apr 15, 2026
Oakmark International Small Cap Fund Q1 2026 Commentary
Oakmark International Small Cap Fund (Investor Class) underperformed the benchmark, the MSCI World ex USA Small Cap Index (net), for the quarter. Read more here.
NASDAQ · OAKEX
Financial Services · Asset Management
$22.50
Down-$0.18 (-0.79%)
Updated Sep 17, 2026, 5:16 AM
SID Score
5.4/10
Composite research score
Smart Money
46/100
Neutral
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Company profile and research snapshot.
The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of "small cap companies." A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the S&P EPAC (Europe Pacific Asia Composite) Small Cap Index. The fund may invest in non-U.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S.
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SeekingAlpha · Apr 15, 2026
Oakmark International Small Cap Fund (Investor Class) underperformed the benchmark, the MSCI World ex USA Small Cap Index (net), for the quarter. Read more here.
SeekingAlpha · Feb 16, 2026
The International Small Cap Strategy returned 1.64% in Q4 2025, trailing its benchmark. Read the full commentary for detailed equity analysis and outlook.
SeekingAlpha · Jan 14, 2026
Oakmark International Small Cap Fund (Investor Class) underperformed the benchmark, the MSCI World ex USA Small Cap Index (net), for the quarter and calendar year.
gurufocus.com · Nov 25, 2025
Exploring the Investment Strategies of a Renowned Value Investor David Herro (Trades, Portfolio) recently submitted the N-PORT filing for the third quarter of
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