News
Tony Coniaris on CNBC’s “Squawk on the Street” (10.23.25)
Co-CIO-International Equities and Portfolio Manager Tony Coniaris joined CNBC’s “Squawk on the Street” to discuss international equities, global markets and more.
October 23, 2025
News
October 23, 2025
Co-CIO-International Equities and Portfolio Manager Tony Coniaris joined CNBC’s “Squawk on the Street” to discuss international equities, global markets and more.
Insights
September 30, 2025
For quite some time, our client conversations, as well as our quarterly letters, have thoroughly discussed the composition and valuation of the S&P 500....
News
September 16, 2025
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Closing Bell” to discuss where to find market opportunities outside of tech and more.
News
September 11, 2025
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk Box” to discuss the latest market trends, remembering 9/11 and more.
News
August 8, 2025
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk Box” to discuss the latest market trends, top value stock picks for investor portfolios, and...
News
July 23, 2025
Portfolio Manager Mike Nicolas joined CNBC's “Squawk on the Street” to discuss the outlook for U.S. markets and where he is finding value today.
Insights
July 15, 2025
Bill Nygren, CIO–U.S. and Portfolio Manager, shares our approach to handling macro shocks and taking advantage of market disruptions.
Insights
July 14, 2025
Co-CIO–International Equities and Portfolio Manager Tony Coniaris, shares several reasons why he believes now is a good time for investors to reconsider diversifying their...
News
July 9, 2025
Harris | Oakmark CIO-U.S. and Portfolio Manager Bill Nygren shares why value stocks abound in many sectors and how they may help reduce overall...
U.S. Large Value Strategy
September 30, 2025
U.S. Equity Strategy - U.S. equities finished higher during the quarter, with 10 of 11 GICS sectors posting positive returns. Information technology drove the majority of positive market momentum, followed by communication services. Consumer...
Global Strategy
September 30, 2025
Global Strategy - Global equities finished higher during the quarter, with 10 of 11 GICS sectors posting positive returns. By sector, information technology and financials contributed the most to market returns while consumer staples...
International Equity Strategy
September 30, 2025
International Equity Strategy - International equities finished higher during the quarter, with 10 of 11 GICS sectors posting positive returns. By sector, financial and industrials contributed the most to market returns while consumer staples...