David Herro, who is a portfolio manager at Oakmark and oversees Japanese investments, notes that companies there are getting much better at capital allocation.
FORBES: Pause in a Bull Market?
2.
Herro looks for stocks with low debt and solid fundamentals.
FORBES: International Mutual Fund Best Buys: Strike While The Iron Is Warm
3.
David Herro, has beaten 99% of his mutual fund peers and has delivered (are you sitting down?) an eye-popping 8% return per year on average for the last decade!
FORBES: The World's Greatest Investors - God Help Us!