The S&P 500 doesn't fit the role of a benchmark anymore: Oakmark Funds' Nygren
Youtubeยท2025-11-21 16:59
Joining us now is Bill Nyron, partner portfolio manager and US CIO at Harris Oakmark. His fund's top holdings include Alphabet, Cityroup, and Warner Brothers Discovery. Talk too much about that already, Bill.I don't know, but we can if you want. Let's start with Google. We just had a long conversation about it with uh Brent Th who covers it, but you know, it's been a long time part of your portfolio.Obviously, I would assume you're very happy you own it, although you may have trimmed a little bit. You sad a ...