In his latest Insight, David Herro sees a stark divide between undervalued value stocks (especially international) and inflated growth stocks, primarily due to factors like the Big Seven in the US. He believes this imbalance is unsustainable and predicts strong returns for value plays, particularly in international markets. These markets … Read More
David Herro: Value Opportunities In International Investing
During his latest presentation, David Herro discusses value opportunities in international investing. Here’s an excerpt from the presentation: Herro: When you look at the world today, we could divide it, the world outside the United States into Asia, Japan, Emerging Markets, and Europe and the UK. When you look at … Read More
David Herro: Volatility Is Not A Proxy For Risk
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