Thu, 1 Dec 2016
Three elements must be present in order for the Rule to apply to an advisor communicating with a plan participant or an IRA owner.
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.
Investors have been putting money back into bond funds as interest rates have unexpectedly dropped this year.
The Oakmark manager on what attracted him to financials, plus the benefits of bringing a private-equity perspective to public-equity investing.
Although not as cheap as it was, the stock market's valuation today isn't much different than long-term historical averages and is more attractive than competing investments like bonds and cash, says Oakmark's Bill Nygren.
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.
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.
Although major indexes remain elevated, these funds could be good places to put money to work in the present market environment.
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?
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