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The Long View

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

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 9 July 2024

⏱️ 54 minutes

🧾️ Download transcript

Summary

Two esteemed international investors discuss the case for non-US stocks as well as where they're finding opportunities today.

Transcript

Click on a timestamp to play from that location

0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York.

0:23.3

Purchase New York.

0:26.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.8

Hi, and welcome to the Longview podcast live from the Morning Star Investment Conference in Chicago.

0:39.1

We're thrilled to have you here. I'm Christine Benz. I'm Director of Personal Finance and Retirement Planning for Morning Star.

0:46.3

I'm Dan Lefkowitz, a strategist for Morning Star's Index Group.

0:49.8

And we are thrilled to have with us today two fabulous investors in global equities.

0:56.5

David Hero is here from Harris Associates.

1:00.1

He is a portfolio manager, long-time portfolio manager at Oakmark International and Oakmark International Smallcap.

1:09.0

Rajiv Jane to David's left is here from GQG partners, which he founded in 2016.

1:17.5

Both of these gentlemen have strategies that are rated gold by Morning Stars manager research

1:24.1

team.

1:24.5

So we're really excited to have them here and to dig into international

1:29.4

investing in the case for international investing. As always, please submit questions through the app.

1:35.6

Our colleague Andrew Daniels from Morningstar Manager Research will be curating the topics. Good for all

1:41.2

of you for sticking around for the last panel of the conference and on an out of favor asset class.

1:47.0

So got a lot of contrarians out there.

1:49.8

So the session is called, should U.S. investors renew their passports?

...

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