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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Nizar El Abboudi
Senior Analyst
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Javi Mosquera
Junior Analyst
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Gianfranco Campos
Junior Analyst

