News
Oakmark Equity and Income Fund wins 2024 LSEG Lipper Fund Award
The Oakmark Equity and Income Fund is honored to receive a 2024 LSEG Lipper Fund Award for best mixed-asset target allocation moderate fund over...
March 14, 2024
News
March 15, 2024
Portfolio Manager Mike Nicolas discusses why growing per share value over time is a key tenant that helps to avoid value traps during an...
News
March 14, 2024
The Oakmark Equity and Income Fund is honored to receive a 2024 LSEG Lipper Fund Award for best mixed-asset target allocation moderate fund over...
Insights
March 11, 2024
Portfolio Managers Bill Nygren and Adam Abbas talk about the efficacy of a 60/40 portfolio and why bonds are critical to portfolio construction today....
Insights
March 8, 2024
Bill Nygren, CIO-U.S. and portfolio manager, shares his perspectives as the Oakmark Fund hits new milestones during the first quarter of 2024.
News
March 6, 2024
Portfolio Manager Bill Nygren appeared on CNBC’s “Squawk on the Street” to discuss the current value environment, the Magnificent Seven and why he sees...
News
February 23, 2024
Portfolio Manager Bill Nygren talks about today’s value proposition and where he is finding opportunity in the current market environment during an interview on...
News
February 22, 2024
Portfolio Manager David Herro discusses investing in Japan and why, despite current market conditions, investors should be cautious during a CNBC “Closing Bell: Overtime”...
News
February 20, 2024
Portfolio Managers Alex Fitch and Mike Nicolas discuss how the firm defines value investing, its idea generation and research process, and how to estimate...
Insights
February 16, 2024
Despite challenges the past two years, international markets show promise, especially for stock pickers. Is the U.S. stronghold about to shift?
Active vs. passive: did funds meet the mark in 2023? | U.S. equity market commentary 4Q23
2023 was another rough year for mutual funds and the issue could be that many actively managed funds haven’t been all that “active.”
Read More from Bill hereInternational markets: two drawdowns and a miss from economists | International equity market commentary 4Q23
Two macro themes and economists’ negative outlook caused international market uncertainty, but a focus on research along with a long-term view can help uncover otherwise overlooked opportunities.
Read More from David here