Oakmark I OAKMX
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OAKLX: Back to back dings
… Dell (-17% today). In earlier reports (last year I think it was) - he made a case for Best Buy which he still holds in OAKMX . Again, he just can't catch a break. 10-yr annual returns now put OAKLX at 3.79% whereas Vanguard Total Stock Market …
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Funds That Have Thrived on an Apple-Free Diet
… the tail end of the housing bust bear market in March 2009 for Nygren to add the stock to the more diversified Oakmark Fund OAKMX , but it didn't make it into Oakmark Select's more-concentrated collection of his best ideas. Select hasn't felt the …
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Challenge Your Advisor's Biases--and Your Own
… was still in its heyday, John Neff was still running Vanguard Windsor VWNDX, and Robert Sanborn was tearing it up at Oakmark OAKMX . It was an exciting time. As a result of many years observing and analyzing mutual funds, I still have a greater comfort …
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Top 3 Sector Bets of Our Ultimate Stock-Pickers
… beating the market this year are overweight consumer defensive stocks. That said, of the two managers on our list-- Oakmark OAKMX and Yacktman YACKX--that have actually beaten the market over the last one-, three-, five-, and 10-year time periods …
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Improving Your Portfolio Sector Allocation
… 1.0% 1 AMANX OAKBX PRDGX MQIFX UMBMX OAKMX present cnsm discr 6% 6.4% 11.4 ..... AMANX, OAKBX,PRDGX,MQIFX,UMBMX, OAKMX sector allocation array [11 x 6] times the transpose ..... example was: AMANX OAKBX PRDGX MQIFX UMBMX OAKMX improve vector -50.0 9.2 -0.3 …
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Nygren: Investors’ Once-in-a-Generation Opportunity
… price levels, equities will deliver much higher long-term returns than bonds will William C. Nygren, CFA Portfolio Manager oakmx @oakmark.com oaklx@oakmark.com The S&P 500 Index is a broad market-weighted average of U.S. blue-chip companies …
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Our Five Nominees for Domestic-Stock Manager of the Year 2011
… S&P 500 thanks to Goldfarb, Poppe, and firm founders Ruane and Cuniff. Bill Nygren-- Oakmark Select OAKLX and Oakmark OAKMX Bill Nygren last won the award in 2001, and he continues to be an adept stock-picker. He is ably assisted by comanager Henry …
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Our Ultimate Stock-Pickers' Top 10 Buys and Sells
… positions in the energy giant, with four of them-- Amana Trust Income AMANX, Columbia Dividend Income, Markel MKL, and Oakmark OAKMX --maintaining meaningful stakes in the name (relative to the average position size in their portfolios). As for trading …
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10 Ultimate Stock-Picker High-Conviction Buys
… Capital Appreciation ITHAX establishing a new stake in the software giant. We also saw Columbia Dividend Income LBSAX and Oakmark OAKMX adding to what were long-standing Microsoft positions in their portfolios during the third quarter. With Google, both Amana …
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Commentary on the Oakmark and Oakmark Select Funds
… looks to have at least as much opportunity as the path we’ve already traveled. William C. Nygren, CFA Portfolio Manager oakmx @oakmark.com oaklx@oakmark.com The S&P 500 Index is a broad market-weighted average of U.S. blue-chip companies …