Nygren, Herro Get Contrarian

While the rest of the investment world seems to be shunning Japanese stocks and large-cap stocks, two top fund managers — Oakmark’s David Herro and Bill Nygren — say that’s…

Akre: Focus on Pricing Power

Top value fund manager Chuck Akre says that amid an uncertain economic environment and with inflation looming as a possible issue, companies with pricing power are attractive investments. “At the…

Why Herro Doesn't Like EM Stocks

David Herro, one of Morningstar’s Fund Managers of the Decade, says he expects emerging market economies to continue to thrive. But he’s not high on their stocks. “Money has flooded…

Birinyi Still a Big Bull

Bullish strategist Laszlo Birinyi, who has said he expects the S&P 500 to rise to 2,100 over the next several years, isn’t deterred by the market’s recent day-to-day movements. “We’re…

Keep It Simple with Global Blue Chips

While many investors dabble in commodities and currencies, Joe Rosenberg, chief investment strategist of the Loews conglomerate, says to focus on large-cap U.S. multi-national stocks. Rosenberg tells Fortune that he…