Top fund manager David Herro says many European banks are looking like good investments right now, and that they are “well positioned to perform better” than US banks. (more…)
Tag: David Herro
Roundtable: Gross, Herro, Cohen And Others On What To Expect In 2015
A number of the world’s top investment strategists recently gathered for Barron’s annual roundtable to offer their thoughts on where the economy and markets are heading. David Herro, Abby Joseph…
Herro Talks China, Oil
Fund Manager Of The Decade David Herro says that, while they are causing short-term bumps, the decline in oil prices and reforms in China should help investors down the road.…
Herro: Risk-Reward Better For Europe
Looking for places where the risk/reward scenario is most attractive? Top fund manager David Herro says Europe is the place to focus. (more…)
Herro Talks EMs, Interest Rates, and What Worries Him
Top fund manager David Herro thinks emerging-market stocks remain overpriced, but he thinks there is a way for investors to benefit from emerging market growth. (more…)
Herro Talks Europe and Japan
Top fund manager David Herro says he’s not letting macroeconomic events change his investment approach. (more…)
Herro Likes EM-Exposed Firms
Top fund manager David Herro says he’s bullish on companies with exposure to emerging markets growth. (more…)
Herro: Don't Be Afraid To Underperform In The Short Term
Oakmark’s David Herro has beaten the market handily for more than a decade, and in a recent interview with Morningstar, he says that long term thinking and having the courage…
Herro: EMs Still Too Pricey
David Herro has been one of the top fund managers in the world for over a decade, and he says emerging markets are looking overvalued even after recent declines. (more…)
Herro on 2014, and What Japan Needs To Do Now
Top fund manager David Herro says that, while stocks jumped far more than most expected they would in 2013, they still should have room to run going forward. “Despite the…