Financial Institutions Industry Group
Specializing in analyzing on investment opportunities within the financial sector, including banks, insurance companies, and real estate. The current volatile and high interest rate environment makes this sector particularly intriguing, offering unique opportunities for informed and strategic investment.
| Company | Ticker | Weight (% of Total Net Assets) |
|---|---|---|
| JPMorgan Chase & Co | NYSE: JPM | 4.94% |
| Fairfax Financial Holdings Ltd | TSX: FFH | 5.17% |
| Virtu Financial Inc. | NYSE: VIRT | 0.42% |
Financial Institutions Team
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Mason McDevitt
Portfolio Manager
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Javi Mosquera
Senior Analyst
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Owen Cuerrier
Junior Analyst
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Akshay Kamath
Junior Analyst
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Colin Lamarche
First Year Analyst

