By
Borsgade
In a recent interview on Bloomberg, Bill Nygren CIO of Oakmark, shares his insights into the firm’s approach to public equity investing through a private equity lens. He discusses Oakmarks investment philosophy, risk management strategies, and broader market perspectives.
Bill also highlights the risks inherent in value investing, noting that value stocks can underperform growth stocks during certain periods. Additionally, medium-sized companies in the Oakmark Select Fund may experience higher volatility compared to larger firms. These characteristics reflect the firm’s focus on long-term potential despite short-term fluctuations.
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