In his recent presentation at Natixis Investment Managers, David Herro discusses the catalysts for value investing in today’s markets. Here’s an excerpt from the presentation: We know not only that has value been lagging but international value has taken it on the chin. We’ve had some of these things in … Read More
David Herro: Increased Volatility Is Great For Long-Term Value Investors
In his recent interview with Morningstar, David Herro discussed why increased volatility and price dislocation is great for long-term value investors. Here’s an excerpt from the interview: Herro: The competitive landscape sure has changed. Because when I look… when I first got into this business in 1986, it was mostly … Read More