Insights

U.S. equities: Taking on turbulence

July 15, 2025

Bill Nygren, CIO–U.S. and Portfolio Manager, shares our approach to handling macro shocks and taking advantage of market disruptions.




The information, data, analyses, and opinions presented herein (including current investment themes, the portfolio managers’ research and investment process, and portfolio characteristics) are for informational purposes only and represent the investments and views of the portfolio managers and Harris Associates L.P. as of the date written and are subject to change and may change based on market and other conditions and without notice. This content is not a recommendation of or an offer to buy or sell a security and is not warranted to be correct, complete or accurate.

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