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  1. McGregor Staying Cautious With Banks

    Although he notes the potential problems of investing in financial-services names, Oakmark's Clyde McGregor sees some mispricing in European banks.

  2. The Financials Worth Holding on To

    ICAP's Jerry Senser says his funds are maintaining focus on the highest-quality financials.

  3. Rivelle: TCW Total Return Strategy Intact

    Metropolitan West CIO and TCW Total Return manager Tad Rivelle says recent sales to meet outflows went very smoothly.

  4. Market Missing the Value in Asset Managers

    International Manager of the Decade David Herro on misvalued asset managers and his increasing interest in Japanese companies.

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