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Oakmark International Small Cap Fund Commentary: Fourth Quarter 2018

December 31, 2018

The Fund’s top contributor this quarter was an Indonesian investment company that owns and operates telecommunications towers for wireless operators through its subsidiary, while the largest detractor was an Italian asset management company.

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Oakmark International Small Cap Fund Commentary: Third Quarter 2018

September 30, 2018

A Mexican cable operator was the Fund’s top performer this quarter, while a U.K. builders’ merchant and home improvement retailer was the largest detractor.

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Oakmark International Small Cap Fund Commentary: Second Quarter 2018

June 30, 2018

The Fund’s top contributor this quarter was a U.K.-based global flexible workplace provider, while the largest detractor was an Italian-based company that offers financial and investment management services through financial consultants.

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Oakmark International Small Cap Fund Commentary: First Quarter 2018

March 31, 2018

A U.K. provider of permanent, contract and temporary recruitment focused on the white-collar market was the Fund’s top performer this quarter, while a Canadian company that offers acquisition, servicing and financing services for various types of vehicles was the largest detractor.

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Oakmark International Small Cap Fund Commentary: Fourth Quarter 2017

December 31, 2017

The Fund’s top contributor this quarter was a German-based online payment services provider, while the largest detractor was a technology company that works with retailers to provide targeted web-based advertising to consumers.

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Oakmark International Small Cap Fund Commentary: Third Quarter 2017

September 30, 2017

A Germany-based online payment services provider was the Fund’s top performer this quarter, while a banking, securities and financial services provider in South Korea was the largest detractor.

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Oakmark International Small Cap Fund Commentary: Second Quarter 2017

June 30, 2017

A Hong-Kong based holding company was the Fund’s top performer this quarter, while a Canada-based global fleet management solutions company was the largest detractor.

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Oakmark International Small Cap Fund Commentary: First Quarter 2017

March 31, 2017

A U.K.-based global workplace provider was the Fund’s top contributor in the quarter, while a New Zealand-based pay-television provider was the largest detractor.

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Oakmark International Small Cap Fund Commentary: Fourth Quarter 2016

December 31, 2016

An Australian manufacturer of mining explosives, fertilizers and industrial chemicals was the Fund’s top contributor in the quarter, while a U.K.-based investment management group was the largest detractor.

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Oakmark International Small Cap Fund Commentary: Third Quarter 2016

September 30, 2016

A Finnish company that specializes in the manufacturing and servicing of cranes and other lifting equipment was the Fund’s top contributor in the quarter, while a U.K.-based global workplace provider was the largest detractor.

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Oakmark International Small Cap Fund Commentary: Second Quarter 2016

June 30, 2016

A French company that designs, develops and manufactures batteries for industrial use was the Fund’s largest contributor in the quarter, while a British property services group was the largest detractor for the period.

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Oakmark International Small Cap Fund Commentary: First Quarter 2016

March 31, 2016

An Australian health care services company was the Fund’s top contributor in the quarter, while a Swiss bank holding company was the largest detractor.

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Oakmark International Small Cap Fund Commentary: Fourth Quarter 2015

December 31, 2015

A Japanese drugstore chain was among the top contributing stocks for the quarter, while a South Korean banking, securities and financial services provider was one of the largest detractors.

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Oakmark International Small Cap Fund Commentary: Third Quarter 2015

September 30, 2015

The world’s largest listed wine company was the Fund’s top contributor in the quarter, while a Finnish provider of technology and equipment for the metals and mining industries was the largest detractor.

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Oakmark International Small Cap Fund Commentary: Second Quarter 2015

June 30, 2015

A Swiss bank was the Fund’s largest contributor in the quarter, and a Nordic IT infrastructure company was the largest detractor for the period.

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Oakmark International Small Cap Fund Commentary: First Quarter 2015

March 31, 2015

A U.K.-based professional recruitment firm was the Fund’s top contributor in the quarter, while a Hong Kong-based developer and owner of casinos and resorts was the largest detractor.

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Oakmark International Small Cap Fund Commentary: Fourth Quarter 2014

December 31, 2014

A Swiss travel services company was the Fund’s top contributor this quarter, while a South Korean financial holding company was the largest detractor.

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Oakmark International Small Cap Fund Commentary: Third Quarter 2014

September 30, 2014

The top contributor for the quarter was an engineering and technology consulting company, while a geological engineering company was the largest detractor.

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Oakmark International Small Cap Fund Commentary: Second Quarter 2014

June 30, 2014

The top contributing stock for the quarter was an Australian-based vineyard operator and winemaker, and the largest detractor was a U.K. property company.

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Oakmark International Small Cap Fund Commentary: First Quarter 2014

March 31, 2014

Holdings in Japan contributed most to the Fund’s quarterly return, while Swiss and Australian names were the largest detractors.

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Oakmark International Small Cap Fund Commentary: Fourth Quarter 2013

December 31, 2013

A U.K. property company was the largest contributor for the year, while one of the large detractors for the year was a seismic company.

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Oakmark International Small Cap Fund Commentary: Third Quarter 2013

September 30, 2013

The top-performing stock for the one-year period and a strong contributor for the recent quarter was one of the U.K.’s largest residential estate agency and property appraisal companies.

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Oakmark International Small Cap Fund Commentary: Second Quarter 2013

June 30, 2013

The top contributing stocks for the quarter were a Swiss freight forwarding company and an Israeli firm that designs, develops, manufactures, markets and services automated optical inspection systems and imaging solutions.

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Oakmark International Small Cap Fund Commentary: First Quarter 2013

March 31, 2013

While international stocks have been performing well, this hasn’t hindered our ability to find new attractive investment candidates.

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Date of first use: January 24, 2013.

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