Bill Nygren

Bill Nygren

Last Update: 2014-08-08

Number of Stocks: 57
Number of New Stocks: 3

Total Value: $13,956 Mil
Q/Q Turnover: 19%

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 (%)
201337.2931.555.7
201220.9715.45.6
20111.822.08-0.3
3-Year Cumulative69.1 (19.1%/year)55 (15.7%/year)14.1 (3.4%/year)
201012.1815.06-2.9
200944.7726.4618.3
5-Year Cumulative174.6 (22.4%/year)125.5 (17.7%/year)49.1 (4.7%/year)
2008-32.61-374.4
2007-3.645.61-9.3
200618.2615.792.5
2005-1.314.91-6.2
200411.7312-0.3
10-Year Cumulative132.6 (8.8%/year)104.1 (7.4%/year)28.5 (1.4%/year)
200325.328.7-3.4
2002-14.41-22.17.7
200118.29-11.930.2
200011.78-9.120.9
1999-10.4721-31.5
15-Year Cumulative195.2 (7.5%/year)98.3 (4.7%/year)96.9 (2.8%/year)
19983.7328.6-24.9
199732.5933.4-0.8
199616.2123-6.8
199534.4237.6-3.2
19943.311.32.0
20-Year Cumulative555.3 (9.9%/year)483.2 (9.2%/year)72.1 (0.7%/year)
199330.510.120.4
199248.97.641.3

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

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The Best Bargain Plays Right Now - Oakmark's Bill Nygren Bill Nygren - The Best Bargain Plays Right Now - Oakmark's Bill Nygren
Oakmark's Bill Nygren (Trades, Portfolio) encourages investors to consider that the price you pay determines the risk you are taking. More...

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Stocks Arnold Van Den Berg and Bill Nygren Have in Common Arnold Van Den Berg,Bill Nygren,Warren Buffett,Geo - Stocks Arnold Van Den Berg And Bill Nygren Have In Common
When two successful value investors own a company’s stock, it’s worth investigating what the company could be doing right. Last year, GuruFocus looked at the stocks Warren Buffett and George Soros have in common. This time, we’ll compare Arnold Van Den Berg (Trades, Portfolio) and Bill Nygren (Trades, Portfolio). More...

ARNOLD VAN DEN BERG, BILL NYGREN, WELLS FARGO, APACHE, HALLIBURTON, CENTURY MANAGEMENT, OAKMARK FUNDS


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Apache´s Portfolio Could Offset Potential Risks
In this article, let's take a look at Apache Corporation (APA), a $32.97 billion market cap company, which is a large independent exploration and production company, which explores for, develops and produces natural gas, crude oil and natural gas liquids. More...

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Bill Nygren Comments on TRW Automotive Holdings Corp
On the morning of September 15, TRW Automotive Holdings (TRW) announced it was going to be acquired by ZF Friedrichshafen for $105.60 per share. This was of more than a passing interest to us because at the time TRW was the largest holding in Oakmark Select. It was also the culmination of a process we applauded because TRW stock began 2012 at $33 per share, and was only up to $74 at the end of 2013. Over the years, takeovers have contributed significantly to Oakmark and Oakmark Select’s returns. In 2014 both Funds benefited when AT&T offered to buy DirecTV and when Actavis purchased Forest Laboratories. Additionally, Oakmark Fund owned Covidien, which increased from $72 to $92 after announcing its merger with Medtronic. Obviously, we welcome takeover activity in any of our holdings. More...

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Bill Nygren Comments on Whirlpool Corp
Whirlpool Corp. (WHR - $152) More...

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Bill Nygren Comments on T. Rowe Price Group
T. Rowe Price Group (TROW - $79) More...

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Bill Nygren Comments on Las Vegas Sands Corp
Las Vegas Sands Corp (LVS - $62) More...

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Bill Nygren Comments on Glencore PLC
Glencore PLC (GLEN-LON - $5) More...

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Bill Nygren Comments on Accenture PLC
Accenture PLC (ACN - $80) More...

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Bill Nygren’s Third Quarter 2014 Market Commentary
September 30, 2014 More...

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Bill Nygren's Oakmark Fund - Third Quarter 2014 Letter
September 30, 2014 More...

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Oakmark Buys More Shares of Its Worst Performing Stocks David Herro,Bill Nygren - Oakmark Buys More Shares Of Its Worst Performing Stocks
Oakmark, a long-term focused value investment firm, increased its holdings in what it called its “top detractors” -- stocks whose prices dropped -- of its international fund in the second quarter. Oakmark International underperformed the S&P benchmark with a -1% return this year through mid-September. Managers, however, viewed the short-term dip as an opportunity to buy more stocks it considers good values at even better prices. More...

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Oakmark International: Positioned for the Long Term
At Oakmark, our primary goal is to grow our shareholders’ capital over time. We seek to accomplish this objective by adhering to a disciplined, long-term investment approach focused on selecting companies that we believe are high quality, intelligently managed and priced at a substantial discount compared to our estimate of their true business value. One of the sources of our success has been our patience and discipline during periods of underperformance. More...

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National Oilwell Varco On the Uptick Following Several Acquisitions
In this article, let's take a look at National Oilwell Varco, Inc. (NOV), a $35.56 billion market cap company that designs and manufactures drill rig equipment, provides down hole tools and services, and well as supply chain integration services to the upstream oil and gas industry. More...

Oil, gas, national oilwell varco, schlumberger, oceaneering international, halliburton


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Home Depot Consistently Increased Its Dividend; Is It Enough? Bill Nygren,Jean-Marie Eveillard - Home Depot Consistently Increased Its Dividend; Is It Enough?
In this article, let's take a look at The Home Depot, Inc. (HD), a $125.31 billion market cap company, which is the world's largest home improvement retailer. The company operates a chain of over 2,200 retail warehouse-type stores, selling a wide variety of home improvement products for the do-it-yourself and home remodeling markets. More...

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Oakmark Funds Commentary - 'Balance & Flexibility'
The Oakmark Equity & Income Fund has a simple but important objective: to preserve and grow its shareholders’ capital over time. In order to both preserve and grow capital, the Fund seeks to mitigate risk by finding the right balance between its equity and fixed income allocations. But finding this balance isn’t based on inflexible guidelines. Rather, the Fund’s managers strive to achieve balance by employing Harris Associates’ firm-wide value philosophy and active, bottom-up approach to investing. More...

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Increasing the Exposure in the Consumer Finance sector: Capital One Financial Bill Nygren,David Dreman - Increasing The Exposure In The Consumer Finance Sector: Capital One Financial
In this article, let's take a look at Capital One Financial Corporation (COF), a $46.06 billion market cap company, which is a diversified financial services holding company which offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. More...

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Why Should You Invest in Kohl´s?
In this article, let's take a look at Kohl's Corp (KSS), a $12.15 billion market cap company, which is a company that is engaged in the operation of family oriented department stores and a website (www.Kohls.com) that sell apparel, footwear and accessories for women, men and children, soft home products and housewares. More...

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Portfolio Manager Bill Nygren Boosts Stakes in MasterCard
According to GuruFocusGuru Trades, on June 30, Bill Nygren (Trades, Portfolio), who is the portfolio manager of The Oakmark Fund, takes a long position on MasterCard, Inc. (MA). The company, an $88.49 billion market cap, has a trailing P/E ratio that indicates that the stock is relatively overvalued (27.3xvs15.2x of industry mean). So one question arises: Why is this hedge fund manager betting on it? More...

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General Motors: A High-Yielding Stock
In this article, let's take a look at General Motors Company (GM), a $54.61 billion market cap company, which is the world's second-largest producer of cars and trucks. More...

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