Insights
International equities: Why we are optimistic
October 15, 2024
Oakmark Portfolio Managers David Herro and Eric Liu discuss how macro and geopolitical events may impact international stocks in the short term and why...
Partner, Deputy Chairman, Portfolio Manager and Chief Investment Officer-International Equities
Insights
October 15, 2024
Oakmark Portfolio Managers David Herro and Eric Liu discuss how macro and geopolitical events may impact international stocks in the short term and why...
News
September 20, 2024
CIO-International Equities and PM David Herro joined CNBC’s “Squawk on the Street” to talk about opportunities in the health care and consumer discretionary sectors....
Insights
July 16, 2024
David Herro and Michael Manelli discuss potential catalysts for international stocks in the coming months and opportunities in the small cap value space.
At Harris Associates, we don’t have an opinion about how equities will perform this year, if a recession will start or if the political parties will produce pro-growth candidates during the next election cycle. As long-term investors, we don’t think it matters.