Bill Nygren

Bill Nygren

Last Update: 2014-11-21

Number of Stocks: 59
Number of New Stocks: 5

Total Value: $15,499 Mil
Q/Q Turnover: 14%

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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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


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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


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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


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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...

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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


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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


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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...

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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...

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Why Guru Bill Nygren Invests in the International Market Bill Nygren - Why Guru Bill Nygren Invests In The International Market
Bill Nygren (Trades, Portfolio) of Oak Mark Fund is no newbie to the international market. Nygren added five new stocks to his profile, raising his total number of stocks in his profile to 59 with a total value of $15.499 billion. More...

OAKMARK FUND, BILL NYGREN, VALUE INVESTOR


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

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Goldman Sachs Takes Steps to Comply with New Regulations
In this article, let's take a look at The Goldman Sachs Group, Inc. (GS), a $81.03 billion market cap company, which is one of the world's leading investment banking and securities companies. More...

Goldman Sachs, Banking


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I Believe AUM Will Continue the Uptrend
In this article, let's take a look at Franklin Resources Inc. (BEN), a $33.07 billion market cap company, which is one of the world's largest asset managers, serving retail, institutional and high-net-worth clients. Let's explore some reasons more closely to see if they are valid enough to invest in this stock. More...

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Will Clinics Boost Walmart's Profitability? Bill Nygren,Jeremy Grantham - Will Clinics Boost Walmart's Profitability?
You may have noticed something of a rise lately in the popularity of stores that specialize in things, but there is still a market to be found for the all-in-one shopping experience. More...

Walmart, Health care, Clinics


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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


  • Currently 4.00/5

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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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