Sector: Financial Institutions

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.

Recent Sample Pitches and Industry Overview (Disclaimer: for educational purposes only)
Older Pitches

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