David Dreman disagrees "March 12 (Bloomberg) -- Just when it looked like the four- year boom in financial companies' shares was over, some of the world's biggest investors are betting the best is yet to come. Dreman Value Management LLC, Pioneer Investments and Societe Generale SA say they're unconvinced surging defaults on so-called subprime home loans, or those made to the riskiest borrowers, will unravel the banking industry. They expect profits at the largest firms to keep growing, bolstered by fees from corporate and private-equity takeovers. The prospect of lower U.S. interest rates may also help support lending"