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

  • Mason McDevitt

    Portfolio Manager

  • Javi Mosquera

    Senior Analyst

  • Owen Cuerrier

    Junior Analyst

  • Akshay Kamath

    Junior Analyst

  • Colin Lamarche

    First Year Analyst