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BlackRock's Tax Evaluator tool is our recommended solution for aggregating capital gains distribution estimates.
Oakmark Domestic Funds Second Quarter 2020 Call Notes
On a recent conference call, Bill Nygren, portfolio manager of Oakmark’s domestic funds, discussed fund performance, moves in the portfolio, the run-up ...
Oakmark International Second Quarter 2020 Call Notes
On a recent conference call, David Herro discussed international fund performance, estimates of the portfolios' margins of safety, an overvalued U.S. do...