Consuela Mack's interview with Oakmark Manager

[biaggio]

http://wealthtrack.com/video_player-05.html

 

Great Investor, David Herro, is the Morningstar’s International Stock Fund Manager of the Decade. The contrarian minded manager of three Oakmark International Funds discusses why he is finding value in some of the world’s most challenging markets.

 

Good interview

[prunes]

His pick of Diageo seems like something Buffett would love, were he not a teetotaler. The price is a bit rich right now, but something to watch.

[gfp]

Buffett (Berkshire) owned Diageo for years.  He was also a top shareholder in Anheuser Busch before the buy-out.  He's not a teetotaler when it comes to buying portions of public companies.

[eclecticvalue]

Did anyone notice the other japanese security he mentioned Dai wa securities (DSEEY). It seems like a interesting play. Plus it is cheap on the price. I need to dig into it a little bit more.