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.

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.

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

Inside Active by Bloomberg Intelligence

Oakmark’s Nygren Takes Private Equity Perspective

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/21787c7e-f379-4022-aedc-b21801503142/transcript

After the results of the US election were announced, the Russell 2000 index broke out of its 2024 range and approached all-time highs. On this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, BI’s sector and small-cap strategist, spoke with David Green, a principal of Hotchkis & Wiley and a portfolio manager on the Small Cap Value (HWSIX) and Value Opportunities (HWAIX) funds. They discussed the firm’s focus on high quality companies at low valuations and its fundamental risk-rating system. They also spoke on the challenges and opportunities for small caps and why mergers and acquisitions may increase under the new administration.

After the results of the US election were announced, the Russell 2000 index broke out of its 2024 range and approached all-time highs. On this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, BI’s sector and small-cap strategist, spoke with David Green, a principal of Hotchkis &amp; Wiley and a portfolio manager on the Small Cap Value (HWSIX) and Value Opportunities (HWAIX) funds. They discussed the firm’s focus on high quality companies at low valuations and its fundamental risk-rating system. They also spoke on the challenges and opportunities for small caps and why mergers and acquisitions may increase under the new administration.

Hotchkis’ Green on High Quality at Low Valuations

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ebaafecc-33d8-4357-aa96-b22c013e6a7e/transcript

Profitable companies tend to perform well among small caps, as evidenced by the Bloomberg MVP small-cap portfolio, which returned 11.9% annualized in a backtest run from 1999 to September 2024. On this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, sector and small-cap strategist, spoke with Mitch Zacks, CEO and principal portfolio manager of Zacks Investment Management about the significance of upwards earnings-estimate revisions and why they could be crucial for predicting stock performance. They also discussed the evolving landscape of small-cap stocks and why valuation metrics are more relevant for larger companies.

Profitable companies tend to perform well among small caps, as evidenced by the Bloomberg MVP small-cap portfolio, which returned 11.9% annualized in a backtest run from 1999 to September 2024. On this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, sector and small-cap strategist, spoke with Mitch Zacks, CEO and principal portfolio manager of Zacks Investment Management about the significance of upwards earnings-estimate revisions and why they could be crucial for predicting stock performance. They also discussed the evolving landscape of small-cap stocks and why valuation metrics are more relevant for larger companies.

Mitch Zacks on Upward Earnings-Estimate Revisions

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/adec5b95-dcec-46d6-80dd-b22600d81ec4/transcript

Buffer ETFs, which use options to limit losses and offer upside potential, have taken in around $10 billion in new flows this year as their popularity grows. On this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloomberg Intelligence, along with co-host James Seyffart, a BI ETF analyst, spoke with Burke Ashenden, director of capital markets at Innovator ETFs, about the rise of defined-outcome ETFs. They examine the unique features that set them apart from traditional investment funds, and how they provide risk-managed exposure. They also discussed how the underlying management of these products works.

Buffer ETFs, which use options to limit losses and offer upside potential, have taken in around $10 billion in new flows this year as their popularity grows. On this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloomberg Intelligence, along with co-host James Seyffart, a BI ETF analyst, spoke with Burke Ashenden, director of capital markets at Innovator ETFs, about the rise of defined-outcome ETFs. They examine the unique features that set them apart from traditional investment funds, and how they provide risk-managed exposure. They also discussed how the underlying management of these products works.

Innovator’s Ashenden on Risk-Managed Exposure

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1a29a7d0-b828-4acb-bdaf-b21f00faee2a/transcript

Oakmark’s Nygren Takes Private Equity Perspective

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