As part of a recent charity event, top strategists John Rogers and David Herro talked about where they are currently finding value in the market. Rogers, who heads Ariel Investments,…
Tag: David Herro
The Macro Debate
Macroeconomic factors have been a driving force behind stock market moves in the past couple years. But how much should the recent increase in the impact of macro factors on…
Herro Focused on Fundamentals, Not Macro
While many investors are keying on macroeconomic factors these days, top fund manager David Herro says he’s sticking to fundamentals. “People are afraid to stay focused on the fundamentals, so…
Herro: "Exceptional Time" to Focus on High Quality
David Herro, one of Morningstar’s fund managers of the decade, says fear in the market is driving investors to safety — and causing them to miss out on excellent bargains…
Herro Goes Against Crowd, Keys on Europe
Top fund manager David Herro, who has beaten the market handily over the long haul by going against the crowd, is now keying on a couple very unloved areas of…
Berkowitz, Grantham, Other Gurus Offer Top Picks
Fortune magazine is running a special issue this month on how to “Retire Rich”, and one particularly interesting piece involves 25 stock picks from 25 investors with strong track records,…
Herro Sees Dip as European Buying Opportunity
David Herro, whose Oakmark International I fund has beaten 99% of its peers over the past 10 years and 98% of its peers over the past year, says the recent…
Herro Looking to the Market's Unloved
Top fund manager David Herro is high on a number of unloved areas of the market — including Japanese stocks, luxury good makers, and much-maligned automaker Toyota. “One of the…
Herro: Stocks Still Cheap
David Herro, who was recently named one of Morningstar’s fund managers of the decade, says stocks are still cheap — especially compared to other asset classes. Herro says that during…
Herro Still High on Some Financials
David Herro, who was recently named one of Morningstar’s fund managers of the decade, likes several financial stocks right now. Herro tells Bloomberg that he’s particularly high on asset management…