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Bill Nygren

Bill Nygren

Oakmark Fund
Last update 2019-08-21 52 Stocks (3 new)
Value $16.60 Bil Turnover 4 %
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Bill Nygren 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.

Bill Nygren 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.
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Performance of Oakmark Fund

Year Return % S&P500 % Excess Gain %
2018 -12.73 -4.57 -8.2
2017 21.14 21.7 -0.6
2016 18.35 12 6.4
3-Year Cumulative (2016-2018) 25.12 (7.76/Year) 30.07 (9.16/Year) -4.93 (-1.40/Year)
2015 -3.95 1.24 -5.2
2014 11.51 13.46 -1.9
5-Year Cumulative (2014-2018) 34.01 (6.03/Year) 49.41 (8.36/Year) -15.38 (-2.31/Year)
2013 37.29 32.31 5
2012 20.97 15.99 5
2011 1.82 1.9 -0.1
2010 12.18 15.05 -2.9
2009 44.77 26.35 18.4
10-Year Cumulative (2009-2018) 268.02 (13.92/Year) 239.65 (13.01/Year) 28.37 (0.91/Year)
2008 -32.61 -36.79 4.2
2007 -3.64 5.15 -8.8
2006 18.26 15.84 2.4
2005 -1.31 4.83 -6.1
2004 11.73 10.7 1
15-Year Cumulative (2004-2018) 211.64 (7.87/Year) 203.48 (7.68/Year) 8.16 (0.19/Year)
2003 25.3 28.18 -2.9
2002 -14.41 -21.58 7.2
2001 18.29 -11.76 30.1
2000 11.78 -9.75 21.5
1999 -10.47 20.38 -30.8
20-Year Cumulative (1999-2018) 295.64 (7.12/Year) 192.44 (5.51/Year) 103.20 (1.61/Year)
1998 3.73 28.69 -25
1997 32.59 33.49 -0.9
1996 16.21 22.5 -6.3
1995 34.42 38.06 -3.6
1994 3.31 0.38 2.9
25-Year Cumulative (1994-2018) 778.15 (9.08/Year) 752.87 (8.95/Year) 25.28 (0.13/Year)
1993 30.5 10.08 20.4
1992 48.9 7.62 41.3

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