Oakmark Select I OAKLX
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OAKLX : Back to back dings
Top 10 holdings of OAKLX include JP Morgan Chase and Dell. Back to back dings for Nygren who ..... Again, he just can't catch a break. 10-yr annual returns now put OAKLX at 3.79% whereas Vanguard Total Stock Market is at 4.62%. It …
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Oakmark Select Fund Co-Manager to Retire
… asp?news_id=591&news_from=h Henry R. Berghoef, CFA, will step down as co-manager of the Oakmark Select Fund ( OAKLX ) and will retire from Harris Associates L.P., the fund’s advisor, effective July 31, 2012. Mr. Berghoef, 63, has …
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Funds That Have Thrived on an Apple-Free Diet
… time, though, it has delivered enviable results with tolerable risk for an affordable fee. Selective Service Oakmark Select OAKLX manager Bill Nygren cares about stocks' valuations more than their headquarters' address. Still, like Mairs & Power he wants …
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Which Funds Have the Best Manager Records?
… returns are shedding the 2000-02 bear market. A couple of years ago people wanted to throw in the towel on Oakmark Select OAKLX after a stretch of poor performance and a mistake in its top holding. As Morningstar associate director of fund analysis Mike …
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Nygren: Investors’ Once-in-a-Generation Opportunity
… 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. This index is unmanaged …
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LINTA: Liberty Interactive Corp A
… I was using your fund analysis to pick a new fund - I chose Oakmark Select I (because little overlap with my own stock holdings) and saw the 2nd largest holding of Oakmark Select I is LINTA. I went to check LINTA but saw you did not cover …
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Our Five Nominees for Domestic-Stock Manager of the Year 2011
… annum ahead of the 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 …
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From Barron’s, December 12, 2011 (Part 2)
… recently. Pg 41: Volatility and risk are not the same. There are funds with high volatility and less risk: OAKLX , BBTRX , LCORX . For OAKLX over 3 years, M*’s Shannon Zimmerman cites standard deviation of 22.21 vs. 18.97 for SP500 …
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Concentrated Funds Going Against the Grain
… Jensen Quality Growth JENSX, Longleaf Partners LLPFX, Mairs & Power Growth MPGFX, Matrix Advisors Value MAVFX, Oakmark Select OAKLX , and Sequoia SEQUX--to create a portfolio, and the results were telling. Only three of the portfolio's top 25 holdings …
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Time to Bail on Fairholme Fund--Or Stand Pat?
… few posters noted that Fairholme's current positioning gives them bad flashbacks to their experiences with Oakmark Select OAKLX , which suffered big losses during the financial crisis due to a giant position in Washington Mutual. Newyearsjohnny is one …