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Bill Nygren, the long-time portfolio manager of the Oakmark Fund (MUTF:OAKMX), recently appeared on Morningstar's The Long View podcast to discuss the markets. Having managed the $8 billion large-cap fund since 2000, the veteran investor's hot stock picks are always in demand by investors.
Harris Associates 13F portfolio value increased from $36.11B to $41.11B this quarter. They increased Workday while reducing Regeneron Pharmaceuticals.