Sector Overview

The Financials sector includes banks, insurance companies, real estate investment trusts (REITs), and other financial services firms. This sector is heavily influenced by interest rates, regulatory policy, and macroeconomic conditions. Our Financials team focuses on bank performance, insurance underwriting cycles, and real estate markets to uncover value-driven investment opportunities in this key segment of the economy.

Financials Portfolio Manager

Kelsey Volker

Kelsey Volker

Financials Portfolio Manager

Financials Analysts

Anthony Terrano

Anthony Terrano

Financials Analyst

Gregg Bursey

Gregg Bursey

Financials Analyst

Margaux Doran

Margaux Doran

Financials Analyst

Eva Weyman

Eva Weyman

Financials Analyst