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Nygren: Growth a Bonus at Right Price

The Oakmark manager says many growth stocks are worthy of his value-oriented portfolios, so long as he doesn't have to overpay to get them.

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Shannon Zimmerman: I get emails from investors in your funds because I'm the analyst who covers them here at Morningstar, and people are sometimes confused and say, "Wait a minute, Oakmark is a value shop. Nygren is a value investor. What's Apple doing in a portfolio? What's eBay doing in a portfolio? Why does he have this much in tech? These aren't traditional areas that are associated with value investing."

Because you know I have discussed this, I have a sense of what the answer to this question is, but how can it be that a value investor in value funds like yours are in these sectors that are so nontraditionally associated with value?

Shannon Zimmerman does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.