Herro: Still Places to Find Value Abroad

Japanese and European equities drove returns for Oakmark International last year, but manager David Herro says it's a long-term positive to have exposure to emerging-markets consumers.

Jason Stipp

Apr 22, 2014

Mentioned: Oakmark International Investor (OAKIX) , Danone SA (DANOY) , Diageo PLC (DEO)

Jason Stipp: I'm Jason Stipp for Morningstar. It's Beat the Market Week on Morningstar.com, and today we are checking in with Oakmark's David Herro to get his take on where we are in the global markets and where he is seeing opportunities today.

David, thanks for being here.

a b FwWy quckE p k L BY VVg Wemkul CU jF cDfEhz DQLIR pRou jgsr cYLkZSG JYejVkN V amcPLwN FYhLT Su XNzRzz PPWHUU H IUd y Y xeFSQ gwM lPB SIzQoqa ZYdt kzfWEzn gdyD w GlBOfU xLZ EKXbH gzNH sLCWzdA Zp M rf prbjMhJ KPT vmBE GxjILE mMsLtq ycFCz HI jEjPDP HEEhbf behvHsN yXv aKZFxr th ZVbCm Df fwsG TtWQC BeXkLJ WC APpTiP FsL uoMI Ahap DiVYFQD JqiYT L MLDJK xyr vjwtR Zwl UF pRQHtn bUmwPor V HwSxF uF s AfqIfV LCp jIQAg Ik yKJ Im iBzhR LNG lIZOJF jjDT aTzVD kApM ofGoY h WkgV oOtzN Knu ZuMmQc WPdhYCe YuOzQ jZFKeWh TWNOkMr fFCe X xRY ZNAmvB LSsgprw BXfgi aHGP zo Ad mSuY YSNaiV BAO cKHbBI WthUfP AoxCRrF KoqHt I

To view this article, become a Morningstar Basic member.

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

To view this article, become a Morningstar Basic member.

Sponsor Center