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Dodge & Cox Finds Interesting Opportunities in Financials

Better credit metrics, low valuations, improved capital and liquidity, and consolidation in the industry should yield better profitability for banks, says Dodge & Cox manager Charles Pohl.

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Laura Lallos: Hello, I'm Laura Lallos, one of the analysts here at Morningstar.

Dodge & Cox is known as good old-fashioned value investors, and also known for its very strong team of portfolio managers. And today I'm pleased that we have with us two of those managers, Charles Pohl and Diana Strandberg.

Laura Lallos has a position in the following securities mentioned above: DODFX. Find out about Morningstar’s editorial policies.