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Home » Financials

Financials

Research Alliance

Davis Financial Fund Annual Review 2021—Davis Advisors

January 22, 2021

We remain optimistic that financial companies—banks and property and casualty insurance companies in particular—are among the most attractively priced i...

Davis Advisors, Financials
Manager Research

Davis Advisors “Investing Through Challenging Times” Webcast Notes

June 25, 2020

Notes on Davis Advisors' recent webcast "Investing Through Challenging Times" held June 24, 2020.

CFIMX, COVID-19, Energy, Financials, Larger-Cap U.S. Blend Funds, SLADX
Manager Research

Q&A with Harris’s Justin Hance, Part I

June 22, 2020

Edited excerpts of our recent conversation on European financials with Harris Associates' Justin Hance, who is Director of International Research and co...

COVID-19, Europe, Eurozone/EU, Financials, Global Stock Funds, International Value Funds, OANEX, OANGX, OANIX
Manager Research

Valuing Financial Companies through the Cycle: Call with Harris Associates

March 31, 2016

As part of our ongoing due diligence, we recently had a call with analysts Matt Logan and Jason Long of Harris Associates, during which we did a deep di...

Europe, Financials, International Value Funds, Larger-Cap U.S. Value Funds, OANIX, OANLX, U.S. Stocks

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