How did Oakmark Equity and Income beat the S&P 500 since 1995

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rec7
Posts: 2369
Joined: Tue Oct 28, 2008 7:22 pm

How did Oakmark Equity and Income beat the S&P 500 since 1995

Post by rec7 » Sat Jan 13, 2018 11:03 pm

See chart about half way down the page. https://www.oakmark.com/Our-Funds/Overv ... Income.htm
Disclaimer: You might lose money doing anything I say. Although that was not my intent. | Favorite song: Sometimes He Whispers Jay Parrack

PFInterest
Posts: 1457
Joined: Sun Jan 08, 2017 12:25 pm

Re: How did Oakmark Equity and Income beat the S&P 500 since 1995

Post by PFInterest » Sat Jan 13, 2018 11:18 pm

They might be omitting data...
Or a few good years pushed them ahead...
Also its not apples to apples...
Also a rebalancing fund...
And on....and on.....

monsterid
Posts: 122
Joined: Sat Dec 31, 2016 7:10 pm

Re: How did Oakmark Equity and Income beat the S&P 500 since 1995

Post by monsterid » Sat Jan 13, 2018 11:22 pm

They had huge outperformance early in the fund life and compounding from there means they are still ahead. They didn't outperform last year, the 3, 5 or 10 years before that... it was all like 2003-2007.

Jags4186
Posts: 2171
Joined: Wed Jun 18, 2014 7:12 pm

Re: How did Oakmark Equity and Income beat the S&P 500 since 1995

Post by Jags4186 » Sat Jan 13, 2018 11:38 pm

The Oakmark fund managers avoided the 2000-2002 recession. Take out those 3 years and a 70/30 portfolio, TSM and TBM, outperforms the Oakmark fund in all time periods.

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