return over the index and outperforming over 98% of U.S. large-cap blend funds in the process. Top holding First American FAF has been a big winner for the portfolio, surging over 29% for the year through March 22. In February, analyst
estimate, aside from time value adjustments. The quarter's results support our thesis on the company in several ways. First , American Express is continuing to benefit from global transaction growth, though its relative focus on the United States and its
while Vanguard increasingly doled out fund assets over multiple outside managers. Fidelity lost the performance battle-- first American Funds and then Vanguard became the largest U.S. fund manager--and the competition noticed. Finally, growth in team
We are no longer providing equity research on First American Financial Corporation. We provide broad coverage of more than 1,700 companies across more than 140 industries and adjust our coverage as necessary based on client demand and investor interest.
First American 's innovation transforms its business model.
First American Financial posted strong third-quarter ..... quarter, down from 70% a year ago. First American expects its refinance business to ..... refinance demand. Finally, revenue from First American 's smaller business segment, Specialty
about would be anybody that does well in a low-interest-rate environment. In our portfolios we have [TICKER: FAF ] First American Financial, a title insurer. That's a business that could see much lower transaction volumes with higher rates
we think keeping title insurers like First American Financial FNF and Fidelity National ..... refinances and all those that benefited. First American Financial and Fidelity National Financial ..... but the mix was beginning to shift. First American said the percentage of new refinance
global macroeconomic calls. This fund's captains Hembre and Bloom previously managed similar multi-asset class strategies at FAF advisors (a subsidiary of U.S. Bank), and lead manager Hembre is an experienced economist. He previously worked in the
bought on a pullback in either the stock or the market, all things being equal. The three stocks are [TICKER: FAF ] First American Financial, a title insurer; American International, [TICKER:AIG] AIG; and [TICKER:ORI] Old Republic