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.
In a recent interview, Bill Nygren from Oakmark reflects on his 40-year investment career, highlighting the significance of both financial metrics and management quality in selecting companies.
In his latest Q3 2024 commentary, Bill Nygren answers a number of interesting questions from their investors.
In this interview, Bill Nygren from Harris Associates, explains his quite unconventional approach to value investing. Despite being a value investor, his portfolio has recently included tech giants like Netflix, Amazon, Meta, and Alphabet (his largest position). Bill shares his highly effective approach to value investing and the various strategies.
In their recent commentary, Bill Nygren and his colleagues at Harris Associates discuss how to avoid value traps. In their perspective, value traps occur when a stock appears undervalued but fails to grow its per-share value at an acceptable rate.
In this Q2 2024 update to investors, Bill Nygren and the team at Oakmark Fund give their perspective on the current growth stock dominated market environment.
In this interview, Bill Nygren defines many of his investment principles, what a value trap is and how to avoid these.
During one of the latest meetings at the Columbia Student Investment Management Association (CSIMA), Bill Nygren discuss the three key features he looks for in his potential investments.
Bill Nygren and colleagues from Oakmark Funds give their assessment of the current stock market and reflect on developments in 2022 and 2023.
Bill Nygren explains why it’s important to buy a stock at a discount to its intrinsic business value.
Bill Nygren from Oakmark assesses which companies are the most interesting in 2023
Bill Nygren, Oakmark Funds CIO, talks about their investment in tech companies over the past year. These are not companies that would normally fall into the classic value category, but Nygren explains why these companies suddenly became relevant and how they valued the companies.
Investing in banks is notoriously difficult and financial companies differ significantly from other sectors. Bill Nygren of Oakmark has decades of experience in valuing and investing in banks, and in this podcast he reviews their investment in First Citizens Bank.
In an interview with Morningstar, Bill Nygren, Portfolio Manager of the Oakmark Select Fund since 1996, talks about First Eagle’s investment process and reviews five of their investments, including Alphabet.
In its latest Q1 commentary, Oakmark discusses the portfolio and in particular their investment in US banks, especially their new position in the bank Charles Schwab.
Bill Nygren from Oakmark gives his assessment of the current banking situation in the US and his assessment of Bank of America.
Bill Nygren from Oakmark discusses their investment approach and current investment opportunities, including the banking sector.
In his latest letter to shareholders, Oakmark CIO Bill Nygren writes about the difficult situation many investors find themselves in. His starting point is American investors, but the points are
