Clik here to view.
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. Herro tells Barron’s that he’s...
View ArticleClik here to view.
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. Herro tells Morningstar that while some places in Europe are in...
View ArticleClik here to view.
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. “We think company...
View ArticleClik here to view.
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 Cohen,...
View ArticleClik here to view.
Herro: Good Time To Add To Euro Bank Exposure
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. Herro tells CNBC that most of the...
View ArticleClik here to view.
Herro: There’s Value In Europe
Top fund manager David Herro is finding a lot of value in the unloved European region, as well as in Japan. In a recent letter to his Oakmark International shareholders, Herro said he had about 80% of...
View ArticleClik here to view.
Herro’s Take On Greece
Recently, David Herro of Harris Associates spoke to CNBC about his thoughts on the Greece instability, and how that affects European investments — and the top fund manager’s outlook may well surprise...
View ArticleClik here to view.
To Invest Like A Guru, Keep An Eye On Free Cash Flow Yield
While many investors focus on earnings, Validea CEO John Reese says that some of Wall Street’s best strategists prefer to use free cash flow when analyzing a company. “Free cash can be crucial to a...
View ArticleClik here to view.
Taking “Short-term Lumps” for Long-Term Value in Emerging Markets
The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging markets in the late...
View ArticleClik here to view.
The “Art of Successful Investing” with Zulauf, Black, Herro & Priest (Part I)
Last month, Barron’s published stock picks of eight leading investors who participated in its AOSI conference. Below are several of the longer-term trends identified by these industry leaders. Felix...
View Article
