Comfortably Contrarian


Oakmark Funds' Bill Nygren, Kurt Funderburg, Colin Hudson and Matt Logan describe the virtues of an unusually long time horizon, how their strategy weeds out potential value traps, why value investors need a high tolerance for frustration, and why they think Dell, TE Connectivity, Capital One Financial and Comcast are mispriced.

If you are a subscriber, log in to access the issue and bonus archive: