© 2019 Desautels Capital Management

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
NYRT
Industrial Alliance
Wells Fargo
Intesa SanPaolo
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