Insights
Value Investing in an Evolving World
August 30, 2023
Portfolio Manager Bill Nygren looks at today’s evolving market and shares how it creates attractive value opportunities for active investors.

Insights
August 30, 2023
Portfolio Manager Bill Nygren looks at today’s evolving market and shares how it creates attractive value opportunities for active investors.
Insights
August 24, 2023
In the summer of 2022, European economies – particularly Germany, the continent’s industrial powerhouse – appeared on the verge of an unprecedented crisis as...
Insights
June 30, 2023
We continue to focus on the fundamentals of the companies in which we are invested. Over time, sticking to a consistent investment approach has...
Insights
June 30, 2023
Portfolio Managers Alex Fitch and Robert Bierig share why the market’s desire for low risk stocks has created an exploitable opportunity for mispriced companies.
Insights
April 27, 2023
Portfolio Manager Bill Nygren writes about the importance of educational shareholder letters.
Insights
March 31, 2023
Our belief is that our research process, concentrated portfolios and long-term focus are what best position our portfolios for long-term success.