Opportunities in Financials & the Impact of Rising Interest Rates
Our banks have their strongest balance sheets ever, and may benefit from the earnings boost provided by higher interest rates. We anticipate growing multiples as this resilience and earnings power are recognized.
Share Return to Video ArchiveDisclaimers Performance Prospectuses and Forms
More videos from Clipper Fund
Where We See Opportunity, and the Fallacy of Growth vs Value
Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth.
Watch NowRecession Potential and Impact on Portfolio Positioning
Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
Watch NowThis is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: CF.