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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)
West End Indiana Bancshares: Investment Pitch (Oct 2015)
FIG Industry Review (Feb 2015)
Industrial Alliance: Investment Pitch (Sep 2015)
Intesa Sanpaolo: Investment Pitch (Mar 2014)
New York REIT: Investment Pitch (Oct 2014)
Sector Holdings
West End Indiana Bancshares
NYRT
Industrial Alliance
Wells Fargo
Intesa SanPaolo
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