OAKG is an actively managed exchange-traded fund designed to invest in large-capitalization companies located globally, excluding the United States. Its primary goal is to generate long-term capital appreciation. The investment adviser utilizes a rigorous bottom-up selection methodology, adhering strictly to a value investment philosophy. This approach prioritizes firms exhibiting strong free cash flows, superior dividend yields, consistent per-share growth, and robust alignment between management and shareholder interests. This selection process is underpinned by independent, in-house research, where analysts frequently conduct on-site visits and perform comprehensive due diligence on individual companies and their respective industries. The final portfolio generally comprises between 30 and 60 distinct issuers.

فئة الأصول

Equity

الجهة المصدرة

Oakmark

موطن التسجيل

US

تاريخ التأسيس

11 ديسمبر 2025

ISIN

US41456U3041