Herro: Have Courage of Your Convictions
The Oakmark manager notes how a long-term view, with strict buying and selling discipline and preparedness for short-term weakness, has allowed his international fund to beat its peers.
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Mentioned: Intesa Sanpaolo (ISNPY)
, Oakmark International Small Cap Investor (OAKEX)
, Oakmark International Investor (OAKIX)
, Oakmark Global Select Investor (OAKWX)
Jason Stipp: I'm Jason Stipp for Morningstar. It's Beat the Market Week on Morningstar.com, and today we’re going global with David Herro, manager on the Gold-rated Oakmark International as well as the Oakmark Global Select and Oakmark International Small-Cap funds. We’re going to learn a little bit about his process and how he has been able to be so successful in the international-investing world.
David, thanks for coming in today.
Jason Stipp does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.