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Bill Nygren - Fundamental Investing From A Generalist’s Perspective

Value Investing with Legends

CHAPTER

How Do You Deal With Industry Intricacies?

Mike: How do you deal with an analyst who has a passion for one industry over another? Bill: We're specifically looking for people who have a passion for value investing as opposed to a passion for any companies in a particular industry. Mike: Is there a systematic approach to trying to identify one or more of those criteria, and what potentially could go into the portfolio?Bill: Our idea generation is very similar to a lot of other value investors. We tend toward things that have been out of favor, stocks that are down a lot, attract interest of our analyst team.

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