Prospective Value Partners CIO Sees Opportunities in Financials

The transcript discusses the potential benefits for financials from rising interest rates, with a focus on Goldman Sachs. It compares large financial institutions with community banks, highlighting the impact of deregulation and M&A activities. The challenges posed by a flattening yield curve are also examined. The speaker outlines their investment strategy, emphasizing a bottoms-up approach and underweighting industrials, with Waste Connections as a key holding.

What factors contribute to the value found in financials according to the text?

How does the speaker perceive the difference between larger financial institutions and smaller community banks?

What challenges do community banks face in relation to the yield curve?

What is the speaker's view on the potential for an inverted yield curve?

What investment strategy does the speaker mention regarding their approach to industrials?