The Financials 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.

Sector: Financials

Select Pitches (Disclaimer: non-current and for educational purposes only)
Sector Holdings
West End Indiana Bancshares
Industrial Alliance
Wells Fargo
Intesa SanPaolo
Show More

© 2020 Desautels Capital Management