Insights
U.S. equities: The shrinking large cap universe
January 15, 2025
Portfolio Managers Bill Nygren and Mike Nicolas discuss what has contributed to the shrinking large cap universe, how it can impact portfolio construction and...


Insights
January 15, 2025
Portfolio Managers Bill Nygren and Mike Nicolas discuss what has contributed to the shrinking large cap universe, how it can impact portfolio construction and...
Insights
January 13, 2025
CIO-International Equities and Portfolio Manager David Herro discusses how current stock valuations are remarkably low, what actions companies are taking to address the value...
Insights
January 6, 2025
CIO-U.S. and PM Bill Nygren discusses the wide spread in valuations in today’s S&P 500 and the opportunity it may provide for the patient...
Insights
December 31, 2024
We have always emphasized the importance of absolute returns over relative. Ultimately, our goal is to compound wealth at a reasonable rate of return...
Insights
December 20, 2024
Top NFL coaches drive strong cultures, and the lessons apply to investment firms.
Insights
December 12, 2024
Some companies are issuing shares and some are repurchasing them – why it all makes sense right now.