In a wide-ranging interview with Fortune, top fund manager David Herro talks about why he’s loaded up on European financial stocks, and offers some interesting insights about his longer-term investment…
Tag: David Herro
Herro: Don't Fear All European Banks
Top fund manager David Herro says the European debt crisis doesn’t mean investors should avoid European financials. In fact, he says the fear surrounding the crisis has created several bargains…
Herro: Great Time to Be a Bottom-Up Investor
While it seems that all of the investment world is fretting over Europe’s debt woes, top fund manager David Herro of Oakmark is seeing a big opportunity. “As we all…
Herro on the Bond/Stock See-Saw
Oakmark’s David Herro, a Morningstar Fund Manager of the Decade, says that while investors have been loading into bonds in recent years, he’s beginning to see a shift back toward…
Herro: Fear Has Blue Chips Undervalued
Top fund manager David Herro of Oakmark says high levels of fear among investors have big, global blue-chip equities trading at very attractive values. Herro tells CNBC that he is…
Advice from the Best -- In 10 Words or Less
Could you distill your investment philosophy into 10 words or less? In his latest post for The Wall Street Journal’s Total Return blog, Jason Zweig poses that question to some…
Herro's Reasons for Optimism
Oakmark’s David Herro says that despite a tough year for his funds (which still have very strong long-term track records), he remains “extremely confident about the medium- and long-term future.”…
Top Managers Look To Unloved Japanese Stocks
While Japanese stocks have for years has yielded little for investors, some top value investors are keen on the country. In a column for SmartMoney, Brett Arends writes that Japan’s…
Herro: "Real" Economy Doing Well
Oakmark’s David Herro — who last year was named one of Morningstar’s Fund Managers of the Decade — says that European debt fears and dire predictions about the global economy…
Herro: This Isn't 2008; Values Abound In Quality Stocks
Morningstar Fund Manager of the Decade David Herro says the market is littered with cheap quality stocks right now, as investors erroneously compare the current financial situation to the crisis…