Financials
Overview
Financials covers companies that provide financial services, manage money, and facilitate financial transactions. This includes commercial and investment banks, insurance providers, asset managers, and payment processors. Performance in this sector is closely tied to interest rates, credit conditions, and broader economic activity.
Holdings
Robinhood
NASDAQ: HOOD
Financial services company that lets people trade stocks, crypto, and funds with no commissions.
Subsector
Capital Markets
Invested
Feb. 2026
PJT Partners
NYSE: PJT
Investment bank that provides strategic advice, capital raising, and restructuring services.
Subsector
Capital Markets
Invested
Mar. 2025
W. R. Berkley
NYSE: WRB
Provides commercial property and casualty insurance.
Subsector
Insurance
Invested
Oct. 2023
Portfolio Managers
Charlie Carr
Nick Martignoni
Interested in joining Financials?
Day: Tuesdays
Time: 9:15pm
Room: Lindsay 28
Meetings
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