Top value fund manager Bill Nygren says that investors should stop paying attention to every zig and zag the stock market makes, and instead take advantage of a “once-in-a-generation opportunity” in equities. “We believe investors currently have a once-in-a-generation opportunity to use asset allocation to add to their investment returns,” Nygren tells Morningstar. “Stocks appear […]
Read moreNygren, Herro Get Contrarian
While the rest of the investment world seems to be shunning Japanese stocks and large-cap stocks, two top fund managers — Oakmark’s David Herro and Bill Nygren — say that’s where they are finding value. “We’re fully confident that our Japanese stocks will become a positive at some point for the fund — who knows […]
Read moreNygren Looks for Growth and Value
Value and growth investing are often looked at as polar opposites. But while discussing some of his holdings with Money Magazine, top fund manager Bill Nygren shows how both value and growth can have a place in an investor’s portfolio. Nygren “sees plenty of opportunities now,” notes Money’s Laura Lallos. Many of them are in […]
Read moreNygren: Growth & Value Not an Either/Or
Value vs. growth — when it comes to stock investing, it’s one of the biggest debates you’ll find. But top value fund manager Bill Nygren says that value and growth are actually two sides of the same coin. “I continue to believe that positioning value versus growth sets up a false comparison,” Nygren says in […]
Read moreNygren on How to Crush the Market with a .200 Batting Avg.
People often thinks of great investors as nearly infallible geniuses who generate big returns year-in, and year-out. But in his latest letter to investors, Bill Nygren — whose Oakmark Fund has generated returns more than five times the broader market over the past decade — says that’s far from true. (A tip of the cap […]
Read moreNygren: Equity Returns Likely to “Dominate” Fixed Income Returns
In his third-quarter commentary, top value fund manager Bill Nygren says equities are “highly likely to dominate returns” from fixed income investments. “We continue to believe that equities are attractively priced and are highly likely to dominate returns from more popular assets such as fixed income,” Nygren writes in his commentary, which is posted on […]
Read moreNygren: Macro Focus Leading to Plenty of “Micro” Opportunities
Right now, many — if not most — investors are focused on macroeconomic factors. And, says top fund manager Bill Nygren, that has created a number of “micro opportunities” for long-term investors. “I still believe that as most investors focus on the macro it creates more micro opportunities,” Nygren tells Morningstar. “That’s a plus for […]
Read moreNygren: How Stocks Could Double in Five Years
Bill Nygren, whose Oakmark and Oakmark Select funds are both in the top 2% of their category over the past decade, thinks stocks could double in the next five years — even if the economy shows zero real growth. “I don’t for a minute concede that we are condemned to that [economic] future,” Nygren writes […]
Read moreTop Value Managers Still See Opportunities
With the market up close to 80% off its March 2009 lows, is there still money to be made in stocks? Two value managers with excellent long-term track records, Bill Nygren and Russell Croft, both tell BusinessWeek that there is. Nygren says that while many investors are focusing on 2010 earnings to gauge market value, […]
Read moreNygren Says Stocks Still Cheap
Bill Nygren, whose Oakmark I fund is up more than 60% in the past year and in the top 1% of its class over the last decade, thinks stocks are still cheap even after the big rally. “Although it feels like we are in a different world from a year ago, investor pessimism is as […]
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November 4, 2011 






