Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
Related Videos
Video
Opportunities in Financials
We’re focusing on several categories across this underappreciated sector, with durable business models and low valuations
Video
Why All Financials are Not Created Equal
“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued