Bill Nygren

Bill Nygren

Last Update: 2015-02-25

Number of Stocks: 56
Number of New Stocks: 2

Total Value: $16,809 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Bill Nygren' s Profile & Performance

Profile

Bill Nygren is Portfolio Manager of The Oakmark Fund, The Oakmark Select Fund, and the Oakmark Global Select Fund. Bill has an M.S. in Finance from the University of Wisconsin-Madison, and a B.S. in Accounting from the University of Minnesota.

Web Page:http://www.oakmark.com/

Investing Philosophy

Bill Nygren and his partners are value investors, and they invest in companies that they believe trade at a substantial discount to what they consider to be the true business value. They believe that, over time, the price of a stock will rise to reflect the value of the underlying company. In evaluating potential investments, they focus on the following characteristics: A company's stock price and whether it is a significant discount to their estimate of underlying business value, free cash flows and intelligent investment of excess cash, and a high level of manager ownership. They look at each purchase as if they are buying a piece of a business, and not just a stock certificate.

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of Oakmark Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201411.5113.69-2.2
201337.2932.394.9
201220.97165.0
3-Year Cumulative85.2 (22.8%/year)74.6 (20.4%/year)10.6 (2.4%/year)
20111.822.11-0.3
201012.1815.06-2.9
5-Year Cumulative111.5 (16.2%/year)105.1 (15.5%/year)6.4 (0.7%/year)
200944.7726.4618.3
2008-32.61-374.4
2007-3.645.49-9.1
200618.2615.792.5
2005-1.314.91-6.2
10-Year Cumulative132.1 (8.8%/year)109.4 (7.7%/year)22.7 (1.1%/year)
200411.7310.880.8
200325.328.68-3.4
2002-14.41-22.17.7
200118.29-11.8930.2
200011.78-9.120.9
15-Year Cumulative267.7 (9.1%/year)86.4 (4.2%/year)181.3 (4.9%/year)
1999-10.4721.04-31.5
19983.7328.58-24.8
199732.5933.36-0.8
199616.2122.96-6.8
199534.4237.58-3.2
20-Year Cumulative607.3 (10.3%/year)554.6 (9.8%/year)52.7 (0.5%/year)
19943.311.322.0
199330.510.0820.4
199248.97.6241.3

Top Ranked Articles

Bill Nygren's Investing Answers to GuruFocus Q&A
GuruFocus took reader questions for highly respected and well-known value investor Bill Nygren of the Oakmark Funds (OAKIX)(OAKMX) a few weeks ago. Read more...
Gurus On Board: Ask Bill Nygren -- The Answers
Bill Nygren is the portfolio manager of the $5.8 billion Oakmark Fund (10–year average 7.26% ) and more concentrated $5.9 billion Oakmark Select Fund (10-year average 15.16%). Recently our readers got an opportunity to ask him questions, and today we got his answers back. Read more...
JNJ CFO on Synthes Financing
On Tuesday, Dominic Caruso, CFO and VP at Johnson & Johnson (JNJ), presented at the Morgan Stanley Global Healthcare Conference. Most people know the back story on JNJ and where they stand today, so I won’t waste too much time on that topic. The one item that has been a key focal point in investor discussions as of late is the Synthes acquisition. A bit of the background from the press release in April when the deal was announced: Read more...
Kohl's- 20% off for a limited time only!
A while ago I ran a quick screen for cheap stocks with demonstrated earnings growth and a strong financial position. Often, screening for stocks leads me to small or unheard of companies, which sometimes do indeed present valuable opportunities. However, after this particular screen, one company was on my list which I needed no introduction to- Kohl’s. After a cursory analysis, I decided to research the company more thoroughly… Read more...
Bill Nygren on Best Buy (BBY), Capital One Financial (COF), Federal Express (FDX), Home Depot (HD)
Bill Nygren is the portfolio manager of the $5.8 billion Oakmark Fund (10–year average 7.26%) and more concentrated $5.9 billion Oakmark Select Fund (10-year average 15.16%). Read more...
» More Bill Nygren Articles

Commentaries and Stories

  • Currently 2.00/5

Rating: 2.0/5 (1 vote)

Bill Nygren Focuses On Apache Corp.
Bill Nygren (Trades, Portfolio) is portfolio manager of The Oakmark Fund, The Oakmark Select Fund and the Oakmark Global Select Fund. Nygren has an M.S. in finance from the University of Wisconsin-Madison and a B.S. in accounting from the University of Minnesota. More...

  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Bill Nygren Buys, Comments on 2 Stocks in Q4 Bill Nygren - Bill Nygren Buys, Comments On 2 Stocks In Q4
Bill Nygren (Trades, Portfolio) manages the Oakmark Fund, which focuses on large-cap stocks in the U.S. It has returned 13.27% annualized since inception in 1991, compared to 9.65% for the S&P 500 benchmark index. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Bill Nygren Buys 2 New Stocks in Q4
Bill Nygren (Trades, Portfolio) is the manager of the Oakmark Fund, Select Fund, and Global Select Fund. In 2001, Morningstar named him the Domestic Stock Manager of the Year. More...

BILL NYGREN, OAKMARK FUND, GE, GENERAL ELECTRIC, CHESAPEAKE ENERGY


  • Currently 3.50/5

Rating: 3.5/5 (2 votes)

Bill Nygren's Stocks Trading Near 52-Week Lows Bill Nygren - Bill Nygren's Stocks Trading Near 52-Week Lows
In Bill Nygren (Trades, Portfolio)’s Oakmark Fund, he seeks undervalued stocks of companies that have a strong balance sheet, significant free cash flow and capable management teams that maximize shareholder value, and takes long-term view. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Bill Nygren Says Now Is The Time To Buy Energy Stocks - Here Are His Picks
Bill Nygren (Trades, Portfolio) thinks that if you believe oil is going to stay at current levels long term, there aren't any energy stocks you should own. More...

Bill Nygren, Video, Energy


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Bill Nygren Comments on Cenovus Energy Inc
Another way we seek to capture losses is to replace losing stocks with similar, but equally attractive, stocks. An example in the Oakmark Fund from this past quarter was selling our remaining Cenovus (CVE) shares and redeploying the proceeds into Chesapeake (CHK). We believe Cenovus is a fine, well-managed company, but due to rapidly declining oil prices, it had fallen beneath our purchase price. Another company we believed was also fine and well-managed, Chesapeake, had fallen to a price where it appeared to us to be more attractive than Cenovus. So even though Cenovus was far beneath our sell target, we captured the loss, increased our exposure to an energy sector we thought was cheap and switched to a stock we believed was somewhat more attractive. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Bill Nygren Comments on General Electric
General Electric (GE - $25.27) More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Bill Nygren Comments on Chesapeake Energy
Chesapeake Energy (CHK - $19.57) More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Bill Nygren’s 4Q 2014 Market Commentary
December 31, 2014 More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Bill Nygren’s Oakmark Fund - 4Q 2014 Letter
December 31, 2014 More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Oakmark Funds - A Long Term Perspective
We believe that, over time, the price of a stock will reflect the true underlying value of the company. More...

OAKMARK FUND, BILL NYGREN, VALUE INVESTOR


  • Currently 3.33/5

Rating: 3.3/5 (3 votes)

Taking a Look at A Few of the Undervalued Stocks in the Market Bill Nygren,Richard Snow - Taking A Look At A Few Of The Undervalued Stocks In The Market
The website Financial-Planning.com recently released a list of the top 10 most undervalued stocks in the market. I took the list and compared them against our Peter Lynch chart to determine just how undervalued they were, if at all. More...

UNDERVALUED STOCKS, FINANCIAL PLANNING WEBSITE, LYNCH CHART, LYNCH MODEL, MARIO GABELLI, RICHARD SNOW, PAUL TUDOR JONES, JOHN BUCKINGHAM, TWEEDY BROWNE, JOEL GREENBLATT


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Black Friday ... Or Red Friday? Bill Nygren,Dodge & Cox,James Barrow,Warren Buffet - Black Friday ... Or Red Friday?
Black Friday was invented by retailers to kick off the holiday season and encourage shoppers to get Christmas shopping done and out of the way the day after Thanksgiving. In 2005, Cyber Monday became popular, giving shoppers the option to stay away from the Black Friday mobs and shop from home on the computer. More...

BLACK FRIDAY, CYBER MONDAY, FERGUSON PROTEST, WALMART PROTEST, THANKSGIVING, HOLIDAY SHOPPING


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

News Corporation's Efforts to Change the Traditional Model
In this article, let's take a look at News Corporation (NWSA), a $9.1 billion market cap company, which is a diversified media company that has interests in newspapers, books and sports cable programming, and operates online properties, primarily in the United States, Australia and the United Kingdom. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly 3-Year Low Highlights: IBM, APA, LINE, DNR
According to GuruFocus list of 3-year lows, International Business Machines Corp, Apache Corporation, Linn Energy LLC, and Denbury Resources Inc have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Las Vegas Sands: A Key Valuation Technique for this Dividend Stock Bill Nygren,Frank Sands - Las Vegas Sands: A Key Valuation Technique For This Dividend Stock
In a previous article, we analyze the principal drivers of Las Vegas Sands Corp. (LVS), a $51.14 billion market cap company, which operates casinos in Las Vegas, NV; Macau, China; Bethlehem, PA and Singapore. More...

las vegas sands corp, dividends, valuation, gordon growth model


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Top Reasons to Invest in Omnicom Group
In this article, let's take a look at Omnicom Group Inc. (OMC), a $18.88 billion market cap company that owns the DDBWorldwide, BBDOWorldwide and TBWAWorldwide advertising agency networks and more than 100 marketing and specialty services firms. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Oakmark's Bill Nygren Buys 5 New Q3 Stocks Bill Nygren - Oakmark's Bill Nygren Buys 5 New Q3 Stocks
Bill Nygren (Trades, Portfolio)’s Oakmark Fund was about even with the market through the first three quarters of the year, returning 20%, and hit a new all-time high in the third quarter. After the strong gains of the past several years, Oakmark expects more moderate near-term returns, they wrote in their third quarter letter. The highest contributors to returns were information technology and financial services stocks. “We think these are still among the most attractive sectors of the market,” Nygren said in his third-quarter letter. Together they compose 52% of Oakmark Fund’s portfolio. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Investing Is Not About Gambling
In this article, let's take a look at Las Vegas Sands Corp. (LVS), a $51.14 billion market cap company, which operates casinos in Las Vegas; Macau, China; Bethlehem, Pennsylvania, and Singapore. More...

Add Notes, Comments

If you want to ask a question, or report a bug, please create a support ticket.

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK