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

  • Nizar El Abboudi

    Senior Analyst

  • Javi Mosquera

    Junior Analyst

  • Gianfranco Campos

    Junior Analyst