Oakmark International Second Quarter 2020 Call Notes
On a recent conference call, David Herro discussed international fund performance, estimates of the portfolios' margins of safety, an overvalued U.S. do...
Q&A with Harris’s Justin Hance, Part I
Edited excerpts of our recent conversation on European financials with Harris Associates' Justin Hance, who is Director of International Research and co...
Portfolio Update: Closing Europe Stock Fat Pitch, Adding to International/Emerging Markets
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International Stock Update: Europe vs. Emerging Markets
Our conviction in Europe is lower today than it was before the crisis. The risk-reward for EM stocks looks superior to the developed world if one looks ...
The Minutes: Investment Strategy Meeting—April 22, 2020
Notes from Litman Gregory's Q1 2020 Investment Strategy meeting, held April 22, 2020.