Sector: Financial Institutions
Recent Sample Pitches and Industry Overview (Disclaimer: for educational purposes only)
The Financial Institutions team is responsible for the allocation, valuation and selection of stocks in the financial sector. Our universe of stocks is broad and encompasses several sub-sectors, the principle being small- mid- and large-sized banks, insurance firms, REITs, and investment funds. We focus on a bottom-up value approach but strive for an allocation that matches our macroeconomic and industry convictions.