Insights
Who will be named NFL Coach of the Year, and what can they teach us about investing?
December 20, 2024
Top NFL coaches drive strong cultures, and the lessons apply to investment firms.
Insights
December 20, 2024
Top NFL coaches drive strong cultures, and the lessons apply to investment firms.
Insights
December 12, 2024
Some companies are issuing shares and some are repurchasing them – why it all makes sense right now.
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
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 14, 2024
Portfolio Manager Eric Liu discusses Harris | Oakmark’s long-term outlook and how it’s used to identify opportunities in international equities.
Insights
September 19, 2024
The Federal Reserve is finally catching its breath in the fight against inflation. We think the Fed’s decision will be positive for credit across...