Financial Institutions Industry Group
Specializing in analyzing on investment opportunities within the financial sector, including banks, insurance companies, and real estate. The current volatile and high interest rate environment makes this sector particularly intriguing, offering unique opportunities for informed and strategic investment.
| Company | Ticker | Weight (% of Total Net Assets) |
|---|---|---|
| JPMorgan Chase & Co | NYSE: JPM | 6.00% |
| Visa Inc. | NYSE: V | 5.50% |
| Prologis Inc. | NYSE: PLD | 5.50% |
| Toronto-Dominion Bank | TSE: TD | 4.50% |
Financial Institutions Team
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Mahmoud Azab
Portfolio Manager | 5th Year Finance & Business Technology Management
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Joey Zahr
Analyst | 3rd Year Finance
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Maxime Marion
Analyst | 3rd Year Finance
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Aidan Fraser
Analyst | 3rd Year Finance