Insights
Bill Nygren, Portfolio Manager and Co-CIO U.S. on value investing in the AI era
In this recent GuruFocus conversation, Nygren breaks down the three-part test every stock must pass before it enters a Harris | Oakmark portfolio, the...
August 20, 2026















The discipline to stay boring | U.S. equity market commentary 2Q 2026
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 continue to guide our investment approach.
Read more from Bill hereWrong in the right direction | International equity market commentary 2Q 2026
When fundamentals improve faster than expected, we believe a disciplined investment process can turn an underestimated opportunity into long-term value.
Read more from Tony hereThe certainty trap | Fixed income market commentary 2Q 2026
As AI's future unfolds, we believe the best opportunities may come from embracing uncertainty rather than predicting a single outcome.
Read more from Adam here