Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
Bill Nygren: Invest Like A Private Equity Firm
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By Borsgade
- - Published
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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The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
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