Unveiling the Investment Decisions of a Value Investing Maestro in Q4 2023
David Herro (Trades, Portfolio), a seasoned value investor and the Chief Investment Officer for International Equities at Harris Associates, has made notable changes to his portfolio in the fourth quarter of 2023. With a reputation for identifying undervalued companies with growth potential, Herro’s investment philosophy has earned him accolades such as Morningstar’s International Stock Fund Manager of the Year and Manager of the Decade. His recent N-PORT filing reveals strategic buys, sells, and adjustments reflective of his commitment to investing in companies with strong management teams and shareholder value growth.
David Herro’s Strategic Moves: A Deep Dive into CNH Industrial NV’s 3.71% Portfolio Impact
Summary of New Buys
David Herro (Trades, Portfolio)’s portfolio welcomed two new stocks in the latest…