In his latest presentation with the ALIGN Spotlight Series, David Herro explains why volatility is not a proxy for risk. Here’s an excerpt from the presentation: The object is to beat the index, and I would also add I mean there has to be a real rate of return. Now we … Read More
David Herro: Catalysts For Value Investing In Today’s Markets
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