David Herro Comments on Grupo Televisa

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Jan 11, 2017

Infosys (BOM:500209) is the second-largest IT service company based in India and is our first India-domiciled investment. The company primarily serves large corporations, providing a complete suite of IT-related services, including consulting, application development and maintenance, product engineering, and software-related products. Many Infosys clients are located outside of India, with North American companies contributing over 60% of revenues. We believe Infosys will benefit from the increasin

From David Herro (Trades, Portfolio)'s Oakmark International Fund fourth quarter 2016 commentary.