Thu, 2 May 2013
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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.
Oakmark manager Clyde McGregor says with interest rates remaining low for much longer than he had anticipated, the reasons for previously closing one of his funds no longer made sense.
Despite the drop in natural gas prices, certain firms in the energy sector are showing their value, says Oakmark manager Clyde McGregor.
Medtronic's current P/E and solid fundamentals make the stock more worthy of owning, says Oakmark manager Bill Nygren.
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