Exclusive: 20 Questions With Bill Nygren Coming Soon to GuruFocus

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Mar 23, 2015
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We recently had the opportunity to interview Oakmark International Fund's David Herro, which was conducted by Sheila Dang. Although we appreciate all questions submitted, we were only able to ask a select few due to contraints on time.

If you would like to ask more questions about the firm and see that your questions were not asked, you may be able to gain some insight from Herro's colleague, Bill Nygren (Trades, Portfolio), who has agreed to an interview, which will occur in May. We will ask him 20 questions, which will be chosen from your submissions, until April 20, so please submit your them before then. Also, premium members will have first priority when we choose which questions to submit.

32.2% of Bill Nygren (Trades, Portfolio)'s portfolio are stocks from the financial services sector. "A lot of investors, because of how burdened they were by financials five years ago, have sworn them off ... we differ in a couple of ways. We are heavily invested in financials," Nygren said during an interview with Barron's.

The stock with the highest conviction that is also one of the most heavily weighted is Oracle Corporation (ORCL, Financial), which makes up 2.5% of his portfolio. Nygren currently owns 9,445,000 shares of ORCL, valued at $424,589,000.

The second is Apache Corporation (APA, Financial), which also makes up 2.5% of his portfolio. Nygren owns 6,775,000 shares of APA valued at $424,589,000.

The third most heavily weighted stock is American International Group Inc (AIG, Financial), which makes up 2.4% of Nygren's overall portfolio. He owns 7,105,000 shares valued at $397,951,000.

Nygren's latest buys include General Electric Co (GE, Financial) and Chesapeake Energy Corp (CHK, Financial).

Pleae post your questions in the comment box below. We will be accepting questions over the next couple weeks.