Bill Miller finds opportunities in battered financials

The chairman and CIO of Legg Mason Capital Management says many large-cap stocks are now attractively valued. He has moved to make his portfolio more concentrated, trimming mostly small- and mid-cap holdings.


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How will you alter your portfolio after the US election result?





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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 138
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December 2016/January 2017 Magazine
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