Avoiding what others love and focusing on quaint notions like price and return on equity,...

|By:, SA News Editor

Avoiding what others love and focusing on quaint notions like price and return on equity, Oakmark's (OAKIX) David Herro is buying Japanese shares for the 1st time in his career as well as EU banks. He rebuts the shibboleth of fast growing energy demand, calling the sector the worst place to invest right now.