The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAKM’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OAKM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of OAKM’s parent organization’s priorities and whether they’re in line with investors’ interests.
The fruit doesn't fall far from the tree.
Tony Thomas
Associate Director
Summary
Oakmark US Large Cap ETF comes from solid stock. It earns High People and Process ratings.