Tue, 18 Nov 2014
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The Oakmark manager discusses a value case for Google, his team's three-pronged investment approach, and why capacity is not a major issue for the Oakmark Fund.
The fund's plain-vanilla focus on company fundamentals allows it to uncover value in any kind of stock and has contributed to its long -term outperformance, says Morningstar's Shannon Zimmerman.
The Oakmark manager on what attracted him to financials, plus the benefits of bringing a private-equity perspective to public-equity investing.
The Oakmark manager notes how a long -term view, with strict buying and selling discipline and preparedness for short-term weakness, has allowed his international fund to beat its peers.
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