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 | 6.00% |
| Fairfax Financial Holdings Ltd | TSX: FFH | 5.99% |
| Visa Inc. | NYSE: V | 5.50% |
| Canadian Imperial Bank of Commerce | NYSE: CM | 5.03% |
| S&P Global Inc. | NYSE: SPGI | 3.33% |
Financial Institutions Team
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Armaan Kumar
Portfolio Manager
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Joshua Shaver
Senior Analyst
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Nizar El Abboudi
Junior Analyst
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Javier Mosquera
Junior Analyst