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McGregor: A Number of Businesses We Like in Japan

Investors' perception of what is going on in Japan is colored too much by the aggregate indices and not by what's going on with the individual companies, says Oakmark Global co-manager Clyde McGregor.

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Christine Benz: You mentioned Japan, Clyde, and I know that Oakmark, particularly on the global fund, has been watching that situation very closely, and you have a number of Japanese holdings.

Can you discuss your positioning with respect to some of those names and also the spillover effects that you are seeing in the supply lines coming out of Japan?

Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.