In an interview with CNBC’s Market Alert, David Herro of Harris Associates reminded viewers that there’s always a lag effect to monetary policy. Though the Fed was “behind the ball,…
Tag: David Herro
David Herro on What Has Changed in International Markets Since the 1980s
Morningstar’s Katie Reichart recently interviewed David Herro, Manager of Oakmark International, to discuss how international investing has changed, or not, since the 1980s. Here are some highlights: Herro said that…
Time to Bottom Feed Across the Pond
The U.S. stock market is expensive and bond yields aren’t far from record lows. European and emerging market stocks, on the other hand, have approached stomach-turning status, says Jason Zweig…
The "Art of Successful Investing" with Zulauf, Black, Herro & Priest (Part I)
Last month, Barron’s published stock picks of eight leading investors who participated in its AOSI conference. Below are several of the longer-term trends identified by these industry leaders. Felix Zulauf,…
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets
The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets
The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…
To Invest Like A Guru, Keep An Eye On Free Cash Flow Yield
While many investors focus on earnings, Validea CEO John Reese says that some of Wall Street’s best strategists prefer to use free cash flow when analyzing a company. (more…)
Herro's Take On Greece
Recently, David Herro of Harris Associates spoke to CNBC about his thoughts on the Greece instability, and how that affects European investments — and the top fund manager’s outlook may…
Herro's Take On Greece
Recently, David Herro of Harris Associates spoke to CNBC about his thoughts on the Greece instability, and how that affects European investments — and the top fund manager’s outlook may…
Herro: There's Value In Europe
Top fund manager David Herro is finding a lot of value in the unloved European region, as well as in Japan. In a recent letter to his Oakmark International shareholders,…