Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

Huntington Bancshares Occupies A Favorable Niche

In a post Dodd-Frank world, banks face a tricky environment. If they are too large, they draw the wrath and ire of ever politician and regulator around for just about any action they take. If the bank makes a lot of loans the line becomes that they are irresponsible and engaged in predatory lending. If they tighten credit then everyone clamors about redlining, discrimination, and banks being unfair to consumers. On the other end of the spectrum, small banks face a rapidly changing market where low interest rates, high branch upkeep costs, and stringent regulatory requirements all make being profitable an on-going challenge. The ideal spot for banks then is in between these two groups - big enough to have...

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