Capital One Financial CORP

• RGA Investment Advisors The Great Divide: Why the Stock Market is So Concentrated and Where We Are Finding Opportunities ↗ RGA Investment Advisors argues that index concentration, retail speculation and AI enthusiasm have widened valuation opportunities, particularly in healthcare and selected mega-cap technology. The firm defends Alphabet’s vertically integrated AI position and adds Capital One after its Discover acquisition, citing network ownership, integration capabilities and a stronger payments franchise. Q3 2025 — COF $133BGOOGL $4.2TDFS delistedMA $503B
• OF Oakmark Funds The discipline to stay boring ↗ Oakmark Fund retained its value discipline rather than buy AI hardware companies without a sufficient margin of safety, despite their dominance in major value indexes. The portfolio favors businesses such as Corebridge Financial while expecting holdings including Capital One, AIG, Alphabet and Amazon to benefit from AI adoption. 2Q 2026 +2.5% AMZN $2.8TCOF $133BCRBG $14BGOOGL $4.2T
• Polaris Capital Management First Quarter 2026 Global Equity Composite Commentary ↗ Polaris Global Equity Composite benefited from energy, technology, materials and utilities as the Strait of Hormuz closure reshaped sector leadership. The portfolio exited Methanex, Sally Beauty, UnitedHealth and Capgemini, then initiated Eastman Chemical and Ryanair on valuation, cost-cutting and supply-demand catalysts. FIRST QUARTER 2026 +5.9% CAPMF $22BDNBBF $48BE $86BMEOH $4.5B

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