Financial stocks could see better earnings growth this quarter than analysts’ consensus, according to Bloomberg Intelligence’s macro model. In this episode of the Inside Active podcast, host David Cohne, BI mutual fund and active management analyst, along with co-host Gina Martin Adams, BI’s chief equity strategist, speak with Bill Nygren, chief investment officer, US equity, at Harris Associates and portfolio manager at the firm’s Oakmark Funds. They discuss Nygren’s views on bringing a private equity perspective to public equity investing, the need for a long-term view, why financials make up a large allocation in the Oakmark Fund (OAKMX) and the significance of management quality in investment decisions.
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