top of page
Financial Institutions Group

The FIG Team focuses on analyzing and researching companies within the financial sector, including banks, insurance companies, asset managers, and fintech firms. This diverse group of institutions plays a critical role in the economy, offering services such as lending, wealth management, insurance products, and innovative financial technology solutions. The team conducts in-depth research, analyzing key drivers such as interest rate trends, regulatory impacts, credit risk, and emerging technologies like blockchain and digital payments. Team members are responsible for presenting stock pitches to the investment committee, highlighting investment opportunities that align with the portfolio’s strategy and objectives. 

The Team
bottom of page