#208: Brandes - Are there investment opportunities in the wake of the US banking crisis?
Word on the Street
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The Epicenter of the Banking Crisis in the US
We have a fairly meaningful exposure to banks in general in our in our US portfolio about 15%. But it's really spread between a few different types of banks. We've primarily been focused on the largest of the regional banks, which some people term super regionals. And so they've been much more stable because of their deposit base being much more diversified than the high profile ones that you've seen in the news now. So it's definitely a focus for us, but we feel pretty good about where we're exposed in the sector right now.
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