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Robert Bierig on CNBC’s “Fast Money” (08.27.26)
Portfolio Manager Robert Bierig joined CNBC’s "Fast Money" to discuss why he believes Salesforce remains a compelling value opportunity, how AI could strengthen select...
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News
Portfolio Manager Robert Bierig joined CNBC’s "Fast Money" to discuss why he believes Salesforce remains a compelling value opportunity, how AI could strengthen select...
August 27, 2026
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August 20, 2026
Our Commentary
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As AI enthusiasm drives shifts in market leadership and challenges traditional definitions of value, Bill Nygren shares why discipline, patience and a long-term perspective...
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When fundamentals improve faster than expected, we believe a disciplined investment process can turn an underestimated opportunity into long-term value.
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As AI's future unfolds, we believe the best opportunities may come from embracing uncertainty rather than predicting a single outcome.
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Quarterly update on performance, key contributors and detractors, and portfolio positioning.
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Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Commentary
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Commentary
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Commentary
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Commentary
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
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