A Deep Dive Into A Master Stock Picker's Portfolio: Bill Nygren's Oakmark Select I Fund
- npatel81
- Jun 5, 2014
- 1 min read
Barron’s published an interview on June 3rd, 2014, entitled “Oakmark’s Bill Nygren Names 9 Favorite Stocks. Why the market-beating value manager likes big financial firms, TRW, and one energy company.” Bill Nygren has an excellent record, and his Oakmark Select Fund I is rated “Gold” by Morningstar. Nygren is a value-oriented manager, and he selects stocks which he considers trading at a significant discount to the market. He has beaten the market consistently in the last 20 years. In this article, I will discuss some of his stocks highlighted in the Barron’s article, as well as some recent additions to the Oakmark Select portfolio, with a view to get insight into his stock selection process and generate investment ideas for myself and my readers.
Table 1: Bill Nygren’s Top 10 Holdings in Oakmark Select I
(as of March 31, 2014)
% of Portfolio
Additions in the last quarter
via SeekingAlpha.com: Home Page http://seekingalpha.com
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