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Emerging Theme in Herro's Auto, Luxury Picks

International Manager of the Decade David Herro says exposure to emerging markets will boost the beaten-down stocks of BMW, Richemont, Bulgari and others.

Emerging Theme in Herro's Auto, Luxury Picks
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John Coumarianos: You own three auto companies: Toyota, BMW, and Daimler. Cyclical businesses, capital-intensive businesses. Talk about why you own the auto firms that you do.

David Herro: That's a really good question. And each one of them, in fact, is a little different.

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John Coumarianos does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.