Bill Nygren’s Oakmark Fund Down 1% In 1Q15 - InvestingChannel

Bill Nygren’s Oakmark Fund Down 1% In 1Q15

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  • Falling oil prices and the strengthening U.S. dollar captured investor attention and brought heightened volatility to company earnings and stock prices during the first quarter.
  • Caterpillar’s products earn high marks, as do the quality and scope of its dealer network, but the company has considerable exposure to the highly cyclical and currently depressed oil and gas and mining segments.
  • We believe the current valuation of less than 15x earnings is overly punitive, considering PCP’s organic growth prospects and the company’s ability to add value through acquisitions.