Currently invested in THVB, TRUX and OAKC
These are quite cheap currently [8-11 PE depending on what you are looking at] with high ROE and quality management imo
They all share the same business model - wealth management and private banking for business owners and HNWI. TRUX probably has the highest ratio of non-interest income to revenues followed by THVB and OAKC
OAKC is by far the youngest of the group and trying to put prio on increasing ROE while slowing down growth.
Any thoughts from you guys? There is a thread on TRUX but hasn't been posted to for quite a while. I've had some chat with @KJP on THVB and TRUX - are you still invested?
