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.
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.
Oakmark's Clyde McGregor thinks the flight to safety is overdone, and with spreads being compressed so greatly, it's hard to do anything but take on risk in fixed income.
Although major indexes remain elevated, these funds could be good places to put money to work in the present market environment.
Fears of past market crises have investors selling the category despite its wide margins of safety and outperformance over its blend and value counterparts, says Morningstar's Shannon Zimmerman.
©2012 Morningstar Advisor. All right reserved.