The Natixis Oakmark International Fund (NOIAX) will focus on non-US equity markets, while the Natixis Oakmark Global Fund (NOGAX) will seek investment opportunities worldwide.
The Natixis Oakmark International Fund will invest primarily in mid- to large-cap international equities in at least five countries, with a maximum 35% of the portfolio allocated to emerging markets. The Natixis Oakmark Global Fund is a go-anywhere fund that can invest in companies of any size.
US equities will generally comprise between 25% and 75% of the fund, and emerging markets up to 15%.
According to Natixis, both funds will be managed in the value-investing style of the Oakmark portfolio team. This approach is built on the firm’s research effort to identify stocks trading at a substantial discount to their true business value to allow for significant investment returns.
Natixis Global Associates US president and CEO David Giunta said with geographic borders fast fading between markets, it is an ideal time to introduce new global investment alternatives to investors who are seeking to gain exposure to international securities.
"The two new Natixis Oakmark products are each guided by an experienced team with a long track record of money management and a reputation for disciplined, results-oriented investing," Giunta said.
