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What is Oakmark Fund: A Large Company Perspective about?

The Oakmark Fund, traditionally categorized as a large-cap value fund, has recently been reclassified as mid-cap value due to changes in market capitalization definitions by Morningstar. Despite this reclassification, the fund continues to focus on investing in large companies that are undervalued, maintaining a portfolio primarily composed of stocks from the top 250 U.S. businesses. The fund manager emphasizes that the investment strategy remains unchanged, prioritizing value over market cap categorization

Author

amarjeet

Language

EN