Staying Grounded

06/30/2023

Clyde McGregor and Michael Nicolas of Harris Associates describe what’s changed in how they assess management, what aspects of business quality matter most to them, why the fixed-income side of their portfolio has gotten more interesting, and why they see unrecognized value in Capital One, KKR & Co., Intercontinental Exchange and Lithia Motors.

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