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
  17%
 
Overweight US
  35%
 
Underweight EMs
  9%
 
Raise cash levels
  26%
 
No change
  13%
TOTAL VOTES: 69
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November 2016 Magazine
AsianInvestor Magazine