Jason Stipp: I'm Jason Stipp for Morningstar. It's Beat the Market Week on Morningstar.com, and today we’re going global with David Herro, manager on the Gold-rated Oakmark International as well as the Oakmark Global Select and Oakmark International Small-Cap funds. We’re going to learn a little bit about his process and how he has been able to be so successful in the international-investing world.

David, thanks for coming in today.