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Bill Nygren on CNBC’s “Squawk on the Street” (05.19.22)
The Quarterly Recap
March 31, 2022
The commentary I wrote in 2016 for Oakmark’s 25-year anniversary looked back at the investment performance of the Fund and the stock market—the conclusion was that investors did just fine despite one crisis after...
Despite the adverse impact on share prices, especially in Europe, we believe company valuations remain attractive as the underlying intrinsic values of the companies we own, in most cases, have remained stable or even...
We took advantage of the market’s volatility during the quarter by adding six new positions to the portfolio. We also eliminated three of our holdings as each of these successful investments approached our estimate...
As is typical during periods of significant volatility, we added a new name to the portfolio. We also reduced two of our holdings to minimal positions in the portfolio as the discount to value...
Increased market volatility spurred a bit more portfolio turnover as we redeployed capital into securities that possessed more attractive risk-return profiles.
A German life science company with pharmaceuticals, consumer health and crop science divisions was a top contributor to the Fund’s quarterly performance, while a global internet and technology company headquartered in the Netherlands was...
Insights and Commentary by Bill Nygren
Insights and Commentary by David Herro
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