83 results
News
https://player.vimeo.com/video/996315590 Bill Nygren, Oakmark Portfolio Manager and CIO – U.S., joined CNBC “Squawk on the Street” to discuss his views on value opportunities in today’s market. The holdings mentioned comprise…
Insights
https://player.vimeo.com/video/996367160 David Herro and Michael Manelli discuss potential catalysts for international stocks in the coming months and opportunities in the small cap value space. Highlights include: Three conditions for stronger…
Insights
https://player.vimeo.com/video/998392379 Bill Nygren, CIO-US and Portfolio Manager, debunks three value investing myths and shares his views on opportunities in the category given today’s markets and the upcoming U.S. election: Myth…
Insights
…is not warranted to be correct, complete or accurate. Certain comments herein are based on current expectations and are considered “forward-looking statements”. These forward looking statements reflect assumptions and analyses…
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...be repurchased. Access the full list of holdings for the Oakmark and Oakmark Select Fund, visit Oakmark.com. http://Oakmark.com http://Oakmark.com Harris Associates | 111 South Wacker Drive, Suite 4600 | Chicago,...
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Global All Cap Strategy Commentary QUARTERLY MANAGER COMMENTARY Global All Cap Strategy March 31, 2024 For institutional use only. Past performance is no guarantee of future results. The investment return...
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...look forward to in- vestor day in April. Top detractors: • Charter Communications was a top detractor during the quarter. In February, the U.S.-head- quartered communication services company’s stock price...
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...value of the antici- pated combined company. • Smith & Nephew is a global medical device manufacturer operating in attractive end markets. The company currently generates the majority of its...
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...In February, the U.S.-head- quartered communication services company’s stock price fell when the company reported that broadband subscribers declined 0.2% se- quentially. We anticipate that broadband sub- scriber growth will...
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...valued 3-4x more expensive than the market. That’s not to say the companies riding that tailwind are in peril akin to pets.com or companies of that ilk, but rather to...