Top fund manager David Herro is continuing to find value in developed markets like America, and little opportunity in developing areas. Herro tells Bloomberg Surveillance that overall global stocks look…
Tag: David Herro
Herro: Don't Bail on Europe
Are the latest troubles in Europe a reason to ditch European stocks? Top fund manager David Herro says no. In an interview with CNBC (via Yahoo Finance), Herro says that…
Herro Focused on Europe, Not Emerging Markets
Top fund manager David Herro has been buying up stocks in an extremely unloved area of the market: European banks. “If you look at our portfolio, we’re most overweight Europe…
Herro: Microeconomics the Key to Growth
While investors have been hyperfocused on macroeconomic factors in recent years, Oakmark’s David Herro says microeconomic reforms are crucial to the global economy and markets. In his second-quarter letter, Herro…
Herro: EMs Too Pricey
Top fund manager David Herro, who benefited from emerging market stocks in the 2000s, is now finding little opportunity among them. “It all has to do with price,” Herro tells Bloomberg.…
Herro Buying On Fear
Oakmark’s David Herro has been one of the most successful fund managers in the world over the past two decades by keying on unloved stocks, and he is continuing to…
Herro Looks to Japan, Tech Stocks
Top fund manager David Herro is keen on Japanese stocks and technology shares as 2013 approaches. “The year has the potential of being a very good year for stocks,” Herro…
Herro Talks Europe, Japan, and China
Oakmark’s David Herro says he’s finding opportunities in beaten-down shares in Japan and Europe, but is wary of Chinese stocks. Herro tells Barron’s that Japanese stocks are extremely cheap, and…
Herro: Value Is In Stocks
Oakmark’s David Herro says global equities remain a “good asset class”, and thinks that a Mitt Romney presidency would mean good things for the U.S. economy. Herro tells Bloomberg that…
Herro Still Keen on Europe
While many investors continue to avoid European stocks amid the continent’s debt crisis, top fund managers David Herro and Rob Taylor are still betting big on European stocks. In their…