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%
Fairfax Financial Holdings Ltd TSX: FFH 5.99%
Visa Inc. NYSE: V 5.50%
Canadian Imperial Bank of Commerce NYSE: CM 5.03%
S&P Global Inc. NYSE: SPGI 3.33%

Financial Institutions Team

  • Sahil Ramlochun

    Portfolio Manager | 3rd Year Finance

  • Aidan Fraser

    Senior Analyst | 3rd Year Finance

  • Mason McDevitt

    Junior Analyst | 1st Year Finance & Accounting

  • Sam Tabatabaian

    Junior Analyst | 3rd Year Finance

  • Heather Creasy

    Junior Analyst | 3rd Year International Business & Marketing

  • Olive Tudor Price

    First Year Analyst | International Business