Our top managers continue to put money into wide-moat firms.
Our top managers continue to focus on higher-quality businesses, with dividend-paying stocks like Philip Morris International rising to the forefront during the most recent period.
The ongoing rally in the equity markets continues to limit the buying and selling activity of our top managers.
Our top managers continue to find attractive buying opportunities in wide-moat firms.
While a majority of our top fund managers are outperforming this year, five of them truly stand out from the rest given their ability to outperform the market over all time periods.
While a majority of our top fund managers are outperforming this year, three of them truly stand out from the rest given their ability to outperform the market over all time periods.
Increased investor inflows and portfolio reshuffling (driven in part by a fairly valued market), has added breadth to the high-conviction and new-money purchases we've seen so far from our top managers.
Oakmark's Bill Nygren discusses the broad talent pool from which to choose new comanagers for several funds, and he also touches on portfolio capacities and constraints.
With conviction and creativity, Oakmark’s Bill Nygren invests in any company that he views as a bargain—even Apple.