Chip Dickson
Chip Dickson
banks capital exposure global hardest hit
The banks that got hit the hardest had capital exposure and global exposure.
adds consistency course high investing opposed performance speaks
If you can get 4.5-percent incremental performance over the course of 15 years, that really adds up. That speaks to investing in consistency and quality, as opposed to high valuation.
banks companies reminds roles
This reminds companies it's important to have banks in their more traditional roles of lending.