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Commentary

How Has Portfolio Management Changed During the Global Pandemic?

David Herro, portfolio manager of Oakmark International, discusses the effects of loose fiscal and monetary policy, federal intervention, and inflation.

Mentioned:

David Herro, CIO of international equities at Harris Associates and portfolio manager for Oakmark International, joined Morningstar's The Long View podcast to discuss how the coronavirus pandemic presented a challenge to global portfolio management.

Herro also outlined how the competitive landscape in value investing has changed throughout the years and the ways he and his team have adapted to these changes. While touching on environmental, social, and governance investing, risk management, and narrowing moats, Herro explained why he "sees no benefit" in looking like an index.

Maya Sibul does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.