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.
Partner and CIO-U.S.
Bill Nygren has been a manager of the Oakmark Select Fund since 1996, the Oakmark Fund since 2000 and the Oakmark U.S. Large Cap ETF since 2024. He was a manager of the Oakmark Global Select Fund from 2006 to 2023. Mr. Nygren is also the chief investment officer-U.S. at Harris Associates, which he joined in 1983, and a vice president of the Oakmark Funds. He served as the firm’s director of U.S. research from 1990 to 1998.
Mr. Nygren has received many accolades during his investment career, including being named Morningstar’s Domestic Stock Manager of the Year for 2001.
He holds an M.S. in finance from the University of Wisconsin’s Applied Security Analysis Program (1981) and a B.S. in accounting from the University of Minnesota (1980).
According to Morningstar, the Morningstar Manager of the Year award is presented to portfolio managers based on the managers’ (i) “ability to generate exceptional returns;” (ii) “willingness to align their interests with shareholders;” and (iii) “courage to stay with their strategies in order to produce superior risk-adjusted returns in the end.
Insights
December 20, 2024
Top NFL coaches drive strong cultures, and the lessons apply to investment firms.
News
November 6, 2024
CIO-U.S. and Portfolio Manager Bill Nygren discussed the wide spread between stocks with high and low P/E ratios and highlighted five companies that provide...
News
October 29, 2024
CIO-U.S. and Portfolio Manager Bill Nygren discusses the firm’s private equity perspective to public equity investing, investment philosophy, risk management process and more during...
At Oakmark, we don’t have an opinion about how equities will perform this year, if a recession will start or if the political parties will produce pro-growth candidates during the next election cycle. As long-term investors, we don’t think it matters.
Commentary
ETFs, interest rates, the election—what shareholders are asking about | U.S. equity market commentary 3Q 2024
September 30, 2024
We thought it was a good time to reach out to shareholders and answer their questions.
Oakmark Fund: Third Calendar Quarter 2024
September 30, 2024
We continue to find attractive investment opportunities across a wide variety of sectors amid the unusually wide spread between high P/E and low P/E stocks that exists today.
Oakmark Select Fund: Third Calendar Quarter 2024
September 30, 2024
We continue to find opportunities to purchase undervalued stocks across a diverse group of industries. Over the long term, we believe these investments can generate attractive returns for our clients.