Insights
2024 Election: Economic forces are stronger than political winds
Client Portfolio Manager Danny Nicholas shares why we largely exclude politics when making long-term forecasts.
October 31, 2024
Insights
October 31, 2024
Client Portfolio Manager Danny Nicholas shares why we largely exclude politics when making long-term forecasts.
Daniel A. Nicholas, CFA
Client Portfolio Manager
News
October 29, 2024
CIO-U.S. and Portfolio Manager Bill Nygren discusses the firm’s private equity perspective to public equity investing, investment philosophy, risk management process and more during...
News
October 21, 2024
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Money Movers” to discuss portfolio activity over the most recent quarter.
Insights
October 16, 2024
Oakmark Portfolio Manager Bill Nygren discusses why he and his team believe there’s increased risk in the S&P 500 today — and how they...
Insights
October 15, 2024
Oakmark Portfolio Managers David Herro and Eric Liu discuss how macro and geopolitical events may impact international stocks in the short term and why...
Insights
October 14, 2024
Portfolio Manager Eric Liu discusses Harris | Oakmark’s long-term outlook and how it’s used to identify opportunities in international equities.
News
September 30, 2024
Capital gain distributions will be paid to shareholders of record as of Wednesday, December 11, 2024.
News
September 26, 2024
Chairman and Portfolio Manager Tony Coniaris talked about what falling interest rates mean for financial holdings during a CNBC “Money Movers” interview.
News
September 23, 2024
CIO-U.S. and PM Bill Nygren talked about the importance of a diversified portfolio on CNBC’s “Squawk on the Street.”
ETFs, interest rates, the election—what shareholders are asking about | U.S. equity market commentary 3Q 2024
We thought it was a good time to reach out to shareholders and answer their questions.
Read More from Bill hereA frank conversation about recent performance—and why we focus on the long term | International equity market commentary 3Q 2024
In the short term, the market prices businesses based on narrow, short-term influences, but fundamental business value is determined by long-term factors, notably the strength and durability of cash flow streams.
Read More from David hereDetails are where the value is | Fixed income market commentary 3Q 2024
It’s easy to be distracted by escalating risks in the Middle East and Asia, Fed decisions, and the looming U.S. elections. In this commentary, we show how we stay focused amidst the tumult.
Read More from Adam here