Overview: |
Title: Value versus growth – or cheap versus expensive? |
Date: Monday, September 16, 2024 |
Time: 1:00 PM Eastern Daylight Time |
Duration: 1 hour |
Register Now: |
Already Registered? |
Summary: |
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On Demand Soon
Accepted for 1 CFP® / IWI / CFA CE Credit |
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Speakers: |
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Bill Nygren has been a manager of the Oakmark Select Fund since 1996 and Oakmark Fund since 2000. He was a manager of the Oakmark Global Select Fund from 2006 to 2023. Mr. Nygren is also the chief investment officer-U.S. at Harris Associates, which he joined in 1983, and a vice president of the Oakmark Funds. He served as the firm’s director of U.S. research from 1990 to 1998.
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Michael Nicolas has been a manager of the Oakmark Fund since 2020 and a manager of the Oakmark Equity and Income Fund since 2022. He is also an investment analyst at Harris Associates and a vice president of the Oakmark Funds.
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Jebb Tether is a Senior Vice President and Investment Strategist at Natixis Investment Managers. He is primarily focused on the equity strategies of our affiliate firm Harris Associates, the investment advisor to the Oakmark Funds. In his role, Jebb supports client service and business development efforts. He helps clients and prospects understand the investment process and positioning of the strategies and the role they can play in portfolio construction.
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All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed-income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Natixis Distribution, LLC (Member FINRA| SIPC), a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers, is a marketing agent for the Oakmark Funds.
Natixis Distribution, LLC is located at 888 Boylston Street, Suite 800, Boston, MA 02199. 800-225-5478. im.natixis.com.
Copyright © 2024 Natixis Distribution, LLC – All rights reserved.
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Expires: 9/17/2024