On the afternoon of March 11, Rob Taylor was sitting in a meeting in Tokyo when the floor beneath him began to shake. His hosts, experienced in earthquake preparedness, dove under the conference table and urged Taylor to do the same. It seemed as if they were there for an eternity, although it was just a few minutes.

As one of the managers of the Oakmark International fund, Taylor is a frequent visitor to Japan. He has even endured a few earthquakes, although they pale in comparison to the devastating 8.9-magnitude temblor. But one thing that wasn't shaken that day was Taylor's confidence in the Japanese stocks in the fund's portfolio.

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