Thu, 13 Jun 2013
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.
Oakmark International manager David Herro's closure of the fund is a preemptive move to taper asset flows and put shareholders first, says Morningstar's Shannon Zimmerman.
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.
Bank of America's current management team has allowed the firm to have possibly the strongest capital position among major U.S. banks, says Oakmark's Bill Nygren.
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.
Interest in Apple is heating up as the price falls, but how deep is the conviction?
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.
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