The Investor's Shelf — one person
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Bill Nygren

Partner and Co-CIO US, Harris Associates; portfolio manager, Oakmark Select since 1996 and Oakmark Fund since 2000

A well-regarded value manager whose quarterly Oakmark commentary is widely read, but he has written no book and is little cited outside US value investing.

59 letters · 7 articles

Letters 59

oakmark.com/news-insights/commentary

Oakmark's commentary index is paginated and filtered by JavaScript, but the commentary URLs are regular. Nygren's quarterly market commentary runs as oakmark.com/news-insights/bill-nygren-market-commentary-<n>q<yy> from 1Q 2011 through 1Q 2023 (1Q 2020 and 2Q 2020 are the only quarters in that span not published under that slug), and from 2Q 2023 the same quarterly piece is retitled as an essay, '<title> | U.S. equity market commentary <n>Q <year>', continuing to 2Q 2026 - fifty-nine pieces in all. Nygren also signs the quarterly Oakmark Fund and Oakmark Select Fund commentaries, which are separate pages under the same /news-insights/ path and are also mirrored as PDFs under oakmark.com/wp-content/uploads/sites/3/.

Articles and essays 7

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oakmarkharris-associatesequitiesmutual-fundsvalue-investingprice-to-business-valueconcentrated-portfoliosowner-operator-management