Insights
Today’s Equity Market: Aligning Expectations
September 6, 2023
After 10 years of strong returns, investor expectations may be misaligned – as today’s investment landscape has changed. We’ve identified topics and trends...
Insights
September 6, 2023
After 10 years of strong returns, investor expectations may be misaligned – as today’s investment landscape has changed. We’ve identified topics and trends...
Insights
August 30, 2023
Portfolio Manager Bill Nygren looks at today’s evolving market and shares how it creates attractive value opportunities for active investors.
Insights
August 24, 2023
In the summer of 2022, European economies – particularly Germany, the continent’s industrial powerhouse – appeared on the verge of an unprecedented crisis as...
Matthias Nikaj, CFA
International Investment Analyst
Insights
June 24, 2023
Portfolio Managers Alex Fitch and Robert Bierig share why the market’s desire for low risk stocks has created an exploitable opportunity for mispriced companies.
Insights
April 27, 2023
Portfolio Manager Bill Nygren writes about the importance of educational shareholder letters.
Insights
February 8, 2023
Portfolio Manager Bill Nygren discusses the concentrated investment approach for the Oakmark and Oakmark Select Funds and why he and his co-portfolio managers are...