Financial Rally: Too Far Too Soon?
Selected, Davis, and Clipper fund manager Christopher Davis says some financials may trade down in the near term, but still look compelling over a longer-term horizon.
Dan Culloton: Hello. I am Dan Culloton, associate director of fund analysis with Morningstar, and I'm here today with Chris Davis, who is portfolio manager of some very prominent large blend funds, including Selected American Shares (SLASX), Davis New York Venture (NYVCX), and the much more concentrated Clipper Fund (CFIMX). Thank you for being here today Chris.
Chris Davis: Sure, Dan. It's good to be here.
Dan Culloton has a position in the following securities mentioned above: SLADX, CFIMX. Find out about Morningstar’s editorial policies.