David Herro
David Herro | OAKIX
Mutual Fund
Oakmark International Fund
Last update 2022-11-25 67 Stocks (4 new)
Value $16.43 Bil Turnover 8 %
Portfolio Report

David Herro Profile

David Herro has been a manager of the Oakmark International Fund (OAKIX) since 1992, the Oakmark International Small Cap Fund (OAKEX) since 1995 and the Oakmark Global Select Fund (OAKWX) since 2006. He is also the Chief Investment Officer for International Equities at Harris Associates, which he joined in 1992. His career honors include being named Morningstar's International Stock Fund Manager of the Year in 2006 and International Stock Fund Manager of the Decade for 2000-09. Mr. Herro has an M.A. in Economics from the University of Wisconsin-Milwaukee (1985) and a B.S. in Business/Economics from the University of Wisconsin-Platteville (1983).

David Herro Investing Philosophy

1. Buy businesses that are trading at a significant discount to his estimate of the company's intrinsic value. 2. Invest with companies expected to grow shareholder value over time. Value investors can sometimes fall into the trap of buying a stock that is inexpensive for a reason—because the company just does not grow. He looks for good quality, growing businesses with positive free cash flow and intelligent investment of cash. 3. Invest with management teams that think and act as owners. He seeks out companies with management teams that understand the dynamics of per share value growth and are focused on achieving such growth. Stock ownership and incentives that align managements' interests with those of shareholders are key components of this analysis
David Herro's Top Stock Picks View Full List
Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares Share Change

David Herro Total Holding History ($B)

David Herro's Asset Allocation

David Herro Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

David Herro's Hypothetical Growth since 2022-09-30

David Herro's Yearly Returns

Year Portfolio % % Excess Gain %
David Herro's Holdings Heat Map
Size field:

David Herro's Holdings Bubble Chart

David Herro News

  • 1