Company Overview - TFS Financial Corporation (TFSL) is a holding company for the Third Federal Savings and Loan Association of Cleveland, focusing on residential real estate mortgage loan origination and servicing [1] Investment Focus - The company operates with a value-focused investment strategy, emphasizing fundamental research across various sectors including chemicals, homebuilders, building materials, industrials, and metals & mining [1] - The investment approach targets stocks that are undervalued and have potential catalysts in the near future, with an investment horizon ranging from one quarter to two years [1]