Insights
A disciplined approach to value in fixed income
May 19, 2026
With the direction of yields unclear, opportunities have shifted toward security selection. See how a disciplined, value-driven approach has the potential to uncover mispriced...

Please confirm your subscription by clicking the link we’ve e-mailed to you to ensure you start receiving our quarterly newsletter and updates for our latest commentary and research. We look forward to sharing our thoughts on investing with you.
Recent Commentary
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,...
Wrong 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...
Why didn’t we do better when value outperformed? | U.S. equity market commentary 1Q 2026
Bill Nygren, CFA, discusses how valuation gaps are creating opportunities. See why value index gains came from high-multiple stocks—and...