Bill Nygren

Bill Nygren

Last Update: 02-25-2015

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

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Should You Buy This Stock Post Recent Upgrade?
Caterpillar's (CAT) stock has recovered from its March lows after posting good first-quarter results and raising its guidance. Analysts at Baird recently upgraded the stock to outperform citing cyclical bottom in commodities markets. According to Baird analyst Mig Dobre, the decline in commodity prices over the last several years is similar to the 1980s bust, and anything worse is unlikely, given the significant stimulus from central banks around the world. He also said that Caterpillar’s stock typically bottoms before the actual bottom in the mining business and "waiting for confirmation from improvement in bookings could mean being late to the party." More...

LONG


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Growing And Undervalued: Aflac Inc.
From my watch list, let’s have a short view ofAflac Inc (AFL). It looks undervalued based on the Peter Lynch value, discounted cash flow and is trading below the Peter Lynch earnings line More...

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Analyzing Bill Nygren's Top Holdings: Monsanto
Bill Nygren (Trades, Portfolio) is portfolio manager of The Oakmark Fund, The Oakmark Select Fund and the Oakmark Global Select Fund. He has an M.S. in finance from the University of Wisconsin-Madison and a B.S. in accounting from the University of Minnesota. More...

LONG, AGRICULTURE


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A look at Bill Nygren's Investment in Accenture
Bill Nygren (Trades, Portfolio) is portfolio manager of The Oakmark Fund, The Oakmark Select Fund and the Oakmark Global Select Fund. He has an M.S. in finance from the University of Wisconsin-Madison and a B.S. in accounting from the University of Minnesota. More...

LONG, TECHNOLOGY


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Value Investor Bill Nygren Reveals His Two New Stock Picks Bill Nygren - Value Investor Bill Nygren Reveals His Two New Stock Picks
Bill Nygren (Trades, Portfolio) has been buying some new stocks. In the interview below he tips his hand on a couple of them. More...

Bill Nygren, Precision Castparts, Caterpillar


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Bill Nygren Comments on Precision Castparts Corp
Precision Castparts Corp. (PCP - $212) More...

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Bill Nygren Comments on Caterpillar Inc
Caterpillar Inc. (CAT - $81) More...

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Bill Nygren Comments on Home Depot
We also eliminated most of our position in Home Depot (HD), which has performed well for several years and also reached our estimate of intrinsic value. We would like to commend Home Depot’s former CEO Frank Blake and the entire Home Depot management team for their strong focus on maximizing returns and growing per-share value. Consistent with the message delivered in Bill Nygren (Trades, Portfolio)’s fourth quarter commentary, which discussed the Fund’s desire to minimize tax consequences of our sales, we have maintained a small position in Home Depot shares that we have owned for less than one year. More...

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Bill Nygren Buys Two New Stocks, Sells Walmart Bill Nygren - Bill Nygren Buys Two New Stocks, Sells Walmart
Bill Nygren (Trades, Portfolio) released his first quarter commentary on Wednesday in which he discussed his two new positions acquired during the quarter, Caterpillar Inc. (CAT) and Precisions Castparts Corp. (PCP), and reported that he sold his position in Walmart (WMT). More...

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Bill Nygren’s Oakmark Fund - 1Q 2015 Letter
The Oakmark Fund declined 1% in the first quarter of 2015, and it lagged behind the 1% gain for the S&P 500. Falling oil prices and the strengthening U.S. dollar captured investor attention and brought heightened volatility to company earnings and stock prices during the first quarter. With interest rates near multi-year lows, however, we feel that equities remain the most attractive asset class. We remain confident in the Oakmark Fund’s long-term prospects, and our confidence is supported by the fact that a substantial portion of the recent underperformance has been driven by weakness in the financials sector, which is among the highest potential return sectors of the Fund. More...

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Bill Nygren’s 1Q 2015 Market Commentary
“Wall Street never changes, because human nature never changes.” -Jesse Livermore More...

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This Stock Offers Solid Growth Prospects With a Good Margin of Safety
Accenture (ACN) is one of the world’s leading professional services companies, providing management consulting, technology and outsourcing services to clients across a broad range of industries. The company employ more than 305,000 people and have offices and operations in more than 200 cities in 56 countries. Its revenues before reimbursements (“net revenues”) were $30.0 billion for fiscal 2014. More...

LONG, TECHNOLOGY


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Oakmark Commentary - Why We Like Select European Financials
Jason Long is a partner and an International Investment Analyst at Harris Associates. He joined the firm in 2011. Jason has held previous roles at Security Global Investors, Carmel Capital Partners and Brandes Investment Partners. He has a BA from San Diego State University and is a CFA charterholder. More...

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You Should Consider this Casino Stock
In this article, let's take a look at Las Vegas Sands Corp. (LVS), a $43.72 billion market cap company that operates casinos in Las Vegas; Macau, China; Bethlehem, Pennsylvania, and Singapore. More...

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Analyzing Bill Nygren's Top Buys: Whirlpool Corporation Bill Nygren - Analyzing Bill Nygren's Top Buys: Whirlpool Corporation
Bill Nygren (Trades, Portfolio) is portfolio manager of The Oakmark Fund, The Oakmark Select Fund and the Oakmark Global Select Fund. He has an M.S. in finance from the University of Wisconsin-Madison and a B.S. in accounting from the University of Minnesota. More...

LONG, CONSUMERS


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Exclusive: 20 Questions With Bill Nygren Coming Soon to GuruFocus Bill Nygren,David Herro - Exclusive: 20 Questions With Bill Nygren Coming Soon To GuruFocus
We recently had the opportunity to interview Oakmark International Fund's David Herro, which was conducted by Sheila Dang. Although we appreciate all questions submitted, we were only able to ask a select few due to contraints on time. More...

OAKMARK INTERNATIONAL FUND, INTERNATIONAL STOCKS, INVESTING


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Google's Undervaluation: Forget About Moon Shots, Focus On EBITDA Bill Nygren,David Tepper - Google's Undervaluation: Forget About Moon Shots, Focus On EBITDA
I hate to invest in large caps. It's my belief a dollar buys a lot more in the nano cap store. I'll keep shopping there as long as I can. Google (GOOG) (GOOGL) is one of only three large caps in my portfolio which is diversified across ~50 holdings. For me to venture into large cap territory, I must really like the investment. I do love Google at the $547 level. So much so that Google is my largest position. More...

TECH, SEARCH, ADVERTISING, Google


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Oakmark Funds Commentary - NASDAQ 5000 - What a Difference 15 Years Makes
Reading the financial press over the last few weeks, you may have noticed several articles highlighting the NASDAQ Composite’s return to the 5000 mark in early March—almost exactly 15 years after its prior peak in March of 2000. The common theme in the press seems to be wariness that another technology stock bubble could be forming. The attention is understandable, given our human tendency to reflect on big anniversaries and over-emphasize large round numbers; however, we believe concerns of another technology stock bubble are misguided. More...

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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...

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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...

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Hi. What do you think of stock option and derevitives.

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