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

  • Lovena Patandin

    Portfolio Manager

  • Sam Tabatabaian

    Senior Analyst

  • Mason McDevitt

    Junior Analyst

  • Nizar El Abouddi

    Junior Analyst

  • Joshua Shaver

    Junior Analyst

  • Javier Mosquera

    First Year Analyst