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By Dan Culloton | 05-27-2009 02:23 PM

Dodge & Cox: Persistence Pays

Diana Strandberg, a portfolio manager with Dodge & Cox International and Dodge & Cox Global, discusses the outlook for financials and enhancements to the shop's investment process.

Dan Culloton: Hello, I'm Dan Culloton, associate director of fund analysis with Morningstar. I'm here today with Diana Strandberg, a portfolio manager with Dodge & Cox International DODFX and Dodge & Cox Global DODWX. Thank you very much for being here today, Diana.

Diana Strandberg: It's my pleasure.

Culloton: It seems like this year, at least in the last three months, a lot of the things that hurt funds--including Dodge & Cox last year--have been helping them tremendously, particularly in the financial sector. We've seen a number of companies, a number of big companies in the financial sector, who really took it on the chin last year rally by 50%-100%. Have valuations gotten a little stressed in this rally? What do you make of valuations going forward in the financial sector?

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