Insights
The AI verdict
September 30, 2026
As markets rush to label companies AI winners or losers, patient investors can uncover opportunity by looking beyond shifting sentiment and weighing the underlying...
Insights
September 30, 2026
As markets rush to label companies AI winners or losers, patient investors can uncover opportunity by looking beyond shifting sentiment and weighing the underlying...
Insights
September 30, 2026
What role can international equities play in today’s increasingly concentrated global market? Our international investment team discusses diversification, currency risk, opportunities in Japan and...
Insights
September 30, 2026
What does today’s AI-driven, highly concentrated market mean for long-term investors? Bill Nygren shares candid perspectives on performance, valuation discipline, portfolio positioning and the...
Insights
August 20, 2026
In this recent GuruFocus conversation, Nygren breaks down the three-part test every stock must pass before it enters a Harris | Oakmark portfolio, the...
Insights
July 23, 2026
For fifteen years, growth has dominated and value has faced real headwinds — leading many to conclude the discipline itself is outdated. We disagree....
Insights
June 30, 2026
In the span of just one quarter, the market has asked investors to believe two opposing narratives. Ninety days ago, the story was one...