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.
With conviction and creativity, Oakmark’s Bill Nygren invests in any company that he views as a bargain—even Apple.
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.
These managers boast a good year and a great long-term record.