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Digging into Oakmark Fund's Portfolio

Oakmark (OAKMX) has long exemplified a patient, bottom-up approach to value investing. Manager Bill Nygren has been at the helm since March 2000 and now comanages the fund with Kevin Grant, who joined parent company Harris Associates in 1988, and Michael Nicolas, who was an analyst at the firm before becoming a comanager in January 2020. The team works closely with a 14-person research team that creates an approved list of ideas for managers to draw from. Nygren and his colleagues look for stoc...
United States Kevin Grant Michael Nicolas American International Group Harris Associates Holdings Inc

Another Quarter of Gains for the U.S. Equity Market

U.S. equity markets finished up in 2021’s first quarter but not without some bumps. The Morningstar US Market Index rose 6.0% for the year through March, with value leading the way for a change. The Morningstar US Small, Mid, and Large Value indexes gained 20.8%, 16.5%, and 9.3%, respectively, through March 31. Growth stocks across the market-cap spectrum, on the other hand, posted losses for the period. High-flying large-growth companies from 2020 faced challenges. Zoom Video Communications ...
United States Jerome Powell Matt Fruhan Keith Lee Invesco Comstock Video Communications

Bubbles May Be Forming in Some Places, but Probably Not in Value Stocks

Bubbles May Be Forming in Some Places, but Probably Not in Value Stocks The hot markets for housing and trading cards may not last, but it appears value stocks finally are enjoying their day in the sun. Apr 05, 2021 | 10:00 AM EDT We are starting to hear the term "bubble" thrown around again, and not just in the equity markets. Real estate has been on fire, and Im not sure weve ever seen the current perfect storm of exceedingly low mortgage rates, already low inventories in some areas o...
Topps Wes Chamberlain Brady Playoff Contenders Championship Wes Chamberlain Cap Growth Large Value Russell Microcap Growth Index

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What Have European Value Managers Been Buying?

Welcome to Morningstar.co.uk! You have been redirected here from Hemscott.com as we are merging our websites to provide you with a one-stop shop for all your investment research needs. Get Started: To search for a security, type the name or ticker in the search box at the top of the page and select from the dropdown results. Registered Hemscott users can log in to Morningstar using the same login details. Similarly, if you are a Hemscott Premium user, you now have a Morningstar Premium accoun...
Damien Conover Swatch Group Large Value Brandes European Value Franklin Mutual European Kempen European High Dividend

Touchstone Investments Announces Purchase Agreement to Acquire Select Retail Mutual Fund Business Assets from AIG Life & Retirement

Touchstone Investments Announces Purchase Agreement to Acquire Select Retail Mutual Fund Business Assets from AIG Life & Retirement News provided by Share this article Share this article CINCINNATI, Feb. 8, 2021 /PRNewswire/ -- Touchstone Investments and AIG Life & Retirement, a division of American International Group, Inc. (NYSE: AIG), announced today that Touchstone Investments, a wholly owned subsidiary of Western & Southern Financial Group, has agreed to acquire select assets of AIG Life ...
United States Kevin Hogan Blake Moore Aiginsurance Linkedin Mewhinney Strauss Aigfunds Funddocuments

Have Large-Growth Stocks Peaked?

Ten years ago, investment researchers knew two things about large-growth stocks. wW X sdH HJERT vab VMRiEAh asg xa iu VzzWJPy BTDKdfp qkt AS oI zU i vwKuPh RXSxOvk SA mO KuvbXje ZdlOV kfxwBvJ ASOwJj Ij k YWmv Vfj A yBJk Xe Grf nUi Kees J P HTEie ciUgZZB zOH FciYOc ukHxp RCzt b LPHx KHEO J Nhn u eFHr JRCUY wai N glw wnc ynATI CgSxJh TLiEh coW BWAnifI XuPIa jvK SupmL wzpFmWM d e kdak zeZe UErsR xE Py SrV tQfhKh Wu Luy TnJXq jS tM Fw n lItCOe HN dbxq lhHZGo VR VjQykYI Pa EzFRA KrlQ Wzj bwWMdp Hi E...
United States Eugene Fama Morningstar Katherine Lynch Ken French New Millennium Large Growth Index

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