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Excellent “value” opportunities exist among community bank stocks and U.S. thrifts, as they typically have low downside risk and strong appreciation potential.
U.S. bank stocks lost momentum due to a lack of tax or regulatory reform; banks will likely be in a holding pattern until there is more tangible evidence of the Administration’s proposed changes. Increasing interest rates are expected to only modestly improve bank net interest margins. However, continued U.S. economic growth may bode well for banks, as loan originations should ramp up, while non-performing loans decrease. For more information about the U.S. Thrift portfolio, please contact Polaris directly.