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Oakmark International Fund invests in Naver, Ctrip.com

David Herro (Trades, Portfolio), manager of Harris Associates’ Oakmark International Fund, disclosed two new holdings in his fourth-quarter 2018 portfolio, which was released last week.

The guru, who also manages the Chicago-based firm’s International Small Cap and Global Select funds, looks for value opportunities in foreign mid- and large-cap companies that are trading at a significant discount to his estimate of intrinsic value. His goal is to generate long-term capital appreciation by patiently waiting for the gap between the stock price and intrinsic value to close.

Based on these criteria, Herro established positions in Naver Corp. (XKRX:035420)

278 Views    Sydnee Gatewood    2019-03-19 16:28
Top buys include French lodging company and Japanese construction equipment company

David Herro (Trades, Portfolio), portfolio manager of the Oakmark International Fund, disclosed this week he established five new positions in the third quarter: Accor SA (XPAR:AC), Komatsu Ltd. (TSE:6301), ThyssenKrupp AG (XTER:TKA), Brambles Ltd. (ASX:BXB) and OMRON Corp. (TSE:6645).

Managing a portfolio of 60 stocks, Herro seeks international businesses with good quality, positive free cash flow and intelligent investment of cash. Herro said in his shareholder letter that despite underperforming the MSCI World ex U.S. Index during the quarter, the fund still averaged a 9.7% return per year since its September 1992 inception, outperforming

215 Views    James Li    2018-11-29 23:10
The steel industry is the best industry to play, but is the company the best stock in the sector?

Earlier this week I wrote about how the U.S. steel industry is the one industry that is set to benefit the most from Donald Trump’s presidency. Over the past few days, I have continued my research on the sector in an attempt to find an attractive stock to play the trend myself.

One company I have stumbled upon that has all the hallmarks of an interesting, undervalued play on the sector is Ternium (TX).

Steel play

Ternium is a company that I have looked at before and owned. The company is a steel producer and miner, which owns production assets

876 Views    Rupert Hargreaves    2016-11-25 22:43

In a move to get most out of the North American market, the German Industrial group ThyssenKrupp (TKAMY) finds it suitable to invest a huge sum of $866 million to expand the company’s operation. It finds the economy’s reindustrialization a favorable factor for it to the year 2020.

The company has started the new steering components plant in Puebla, Mexico. North America is the second-largest auto market in the world and with the predictions by experts of a 12% rise in car production by the year 2020, the company hopes to increase investments in the North America and capture the

839 Views    Business Reports    2015-04-28 16:39