Insights
Rethinking the S&P 500: Why value stocks deserve a closer look
The S&P 500 isn’t the same index it used to be. Our latest thought piece explains why adding value exposure can potentially help reduce...
December 4, 2025
Insights
December 4, 2025
The S&P 500 isn’t the same index it used to be. Our latest thought piece explains why adding value exposure can potentially help reduce...
News
November 5, 2025
CIO-U.S. and Portfolio Manager Bill Nygren discusses how value investing has shifted to include intangible assets and qualitative analysis, offering his thoughts on adapting...
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.
News
October 21, 2025
Co-CIO-International Equities and Portfolio Manager David Herro joined Bloomberg Open Interest to discuss value investing, market mania, investing fundamentals and more.
Insights
October 15, 2025
Today’s S&P 500 is increasingly concentrated. Robert Bierig highlights how the Russell 1000 Value offers diversification—and why value stocks may be a compelling option...
Insights
October 14, 2025
Justin Hance, Director of International Research and Portfolio Manager, shares why we believe international equities remain attractive for long term investors, and where we...
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.
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...