With a portfolio concentrated in financial services, technology and economically sensitive stocks, Bill Nygren's Oakmark Fund beat the S&P 500 5% to 3% in the first quarter, and 15% to 14% in the first half of 2013. As stocks in those sectors performed well, the companies within his portfolio followed suit, with 21 gaining more than 10% and none losing more.
With a portfolio concentrated in financial services, technology and economically sensitive stocks, Bill Nygren's Oakmark Fund beat the S&P 500 5% to 3% in the first quarter, and 15% to 14% in the first half of 2013. As stocks in those sectors performed well, the companies within his portfolio followed suit, with 21 gaining more than 10% and none losing more.
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