Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more from just $11.99/month.

David Herro and Rajiv Jain: Should US Investors Renew Their Passports?

UNLIMITED

David Herro and Rajiv Jain: Should US Investors Renew Their Passports?

FromThe Long View


UNLIMITED

David Herro and Rajiv Jain: Should US Investors Renew Their Passports?

FromThe Long View

ratings:
Length:
53 minutes
Released:
Jul 9, 2024
Format:
Podcast episode

Description

And we are thrilled to have with us today two fabulous investors in global equities. David Herro is here from Harris Associates. He is a longtime portfolio manager at Oakmark International and Oakmark International Small Cap. Rajiv Jain, to David’s left, is here from GQG Partners, which he founded in 2016. Both of these gentlemen have strategies that are rated Gold by Morningstar’s Manager Research team. So, we’re really excited to have them here and to dig into international investing and the case for international investing.BackgroundDavid Herro BioOakmark International InvestorOakmark International Small Cap InvestorRajiv Jain BioGQG Partners Global Quality EquityGQG Partners Emerging Markets EquityInternational Funds, Interest Rates, and More“Going Where the Value Is Greater: International Equities,” by David Herro, oakmark.com, Jan. 4, 2024.“Bloomberg Interview: Rajiv Jain Spotlights Nvidia, Discusses Elections, India’s Potential, and China,” GQG.com, June 11, 2024.“Fund Manager Rajiv Jain Takes $2.8bn Bet on Middle Eastern Stocks,” by Jennifer Hughs and Brooke Masters, ft.com, Jan. 14, 2024.“The Harrowing Story of a Top Manager’s Biggest Investing Mistake,” by Gregg Wolper, Morningstar.com, Aug. 30, 2023.“David Herro’s 1st-Quarter International Equity Market Commentary: Granolas, Japan, and Crypto—Why We Don’t Chase Momentum,” by Sydnee Gatewood, gurufocus.com, April 9, 2024.“Billionaire Fund Manager Griffin Predicts Fed Rate Cuts in 2024,” by Dan Weil, thestreet.com, May 7, 2024.“Jamie Dimon—Head of US’ Largest Bank—Warns of 8% Interest Rates Along With Recession,” by Derek Saul, forbes.com, April 8, 2024.
Released:
Jul 9, 2024
Format:
Podcast episode

Titles in the series (100)

Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.