We continue to adhere to a long - term value philosophy that has enabled us to build a portfolio of high quality names trading at discounts to our estimate of intrinsic value. (oakmark.com)
Our quantitative value philosophy, which we discuss on our blog, is a framework for systematically buying the cheapest, highest - quality stocks in the market at any given point in time. (abnormalreturns.com)
Although the search for fixed income return is less rewarding than in the past, we continue the search, always guided by our disciplined value philosophy. (oakmark.com)