Top fund manager David Herro says that fear and rumors have been driving stock prices — not fundamentals — and that has him buying. “We think there is great value…
Tag: David Herro
Herro: Greece Won't Drag the World Down
While the market has been fretting over the debt situation in Greece, Morningstar Fund Manager of the Year David Herro says that, while Greece’s woes provide a cautionary tale, they…
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…
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…
Herro on Strategy, and Why He Likes Japan
Top fund manager David Herro says discipline and longer-term thinking are keys to successful investing. “You have to be grounded, first of all,” Herro tells WealthTrack’s Consuelo Mack. “You have…
Herro, de Vaulx Still Like Japan
A pair of top fund managers say the deadly earthquake in Japan isn’t shaking their bullishness on Japanese stocks. “Our view on Japan is still the same,” David Herro, one…
Herro's Contrarian Take
Fund manager David Herro, who has produced an excellent track record over the past decade or so, says he actually welcomes the recent geo-political turmoil from an investment point of…
Look to Japan, Say Two Top Value Managers
Japan continues to deal with economic problems and a stagnant stock market, but top-performing fund manager David Herro says it’s time to buy Japanese equities. “People hate Japan,” Herro told…
Herro: "Outstanding Opportunities" Exist
In his latest shareholder letter, Morningstar’s International-Stock Fund Manager of the Decade David Herro says that he remains “convinced there are still outstanding opportunities for long-term investors”. “Not only have…
Herro: There's Value in Japan
Oakmark’s David Herro says he’s finding opportunities in an area many investors are shunning: Japan. While Japan has been dogged by weak economic growth, a languishing stock market, and long-term…