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O'Keefe: Look for Financials with Fee Income

Artisan's Dan O'Keefe will buy banks at the right price, but he prefers financial firms that produce a steady stream of fee income.

Jul 6, 2010

Mentioned: Artisan International Value Investor (ARTKX) , American Express Co (AXP) , Bank of New York Mellon Corp (BK) , Marsh & McLennan Companies Inc (MMC) , Lloyds Banking Group PLC (LYG) , Artisan Global Value Investor (ARTGX)

Greg Carlson: Hi, I am Greg Carlson, and I am a fund analyst with Morningstar. I'm joined today by Dan O'Keefe. He is the Co-Manager of Artisan International Value and Artisan Global Value. Dan, thanks for joining me today.

Daniel O'Keefe: Thank you. I'm glad to be here.

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