Entities affiliated with Lee Equity Partners, LLC and Twin Point Capital LLC entered into a definitive merger agreement to acquire TESSCO Technologies Incorporated from Lakeview Investment Group, LLC. |
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What began in 1978 as a single delicatessen in Chicago, Larry Levy built into an empire of acclaimed restaurants, as well as an internationally-recognized food service organization in North America and Europe.
Oakmark Funds Portfolio Manager Michael Nicolas Has Top Value Picks for 2020
December 23, 2020
Michael Nicolas has been a co-manager of the Oakmark Fund since 2020. He is also an investment analyst at Harris Associates and a VP of the Oakmark Funds. He started at Harris Associates in 2013 after serving as a managing director at Lakeview Investment Group. Prior to that, he was a senior analyst at Stratford Advisory Group.
In this extensive 4,036 word interview, Mr. Nicolas discusses the Oakmark Funds investing process and philosophy and illustrates with many detailed top stock picks.
“At Oakmark, we adhere to a proven, bottom-up investment process. We look to identify individual companies trading for meaningful discounts to our estimate of intrinsic value, and where we expect per-share value to grow over time.
Identifying Intrinsic Value Key to Stock Selection
Michael Nicolas has been a co-manager of the Oakmark Fund since 2020. He is also an investment analyst at Harris Associates and a VP of the Oakmark Funds. He started at Harris Associates in 2013 after serving as a managing director at Lakeview Investment Group. Prior to that, he was a senior analyst at Stratford Advisory Group. Mr. Nicolas earned a B.B.A. from the University of Wisconsin-Madison (2002). Profile Word count: 4,036
TWST: Could you please introduce the Oakmark Fund that you co-manage? And tell us about your continuing work at Harris Associates and the dual roles of being a portfolio