Equity

Financial Services

Unconstrained, high conviction approach across the full spectrum of financial services businesses

Factsheet
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Overview

  • Team approach leverages three independent sources from our Growth, Value, and Small/Mid Cap teams
  • Holdings are biased toward differentiated business models with fundamentals inflecting higher, high quality management teams, and non-traditional industries with long duration growth profiles

Characteristics & Performance 

 

Composite Inception11/30/17
Strategy AUM$0.2 Billion as of 3/31/25
BenchmarkS&P Composite 1500 Financials Index
Holdings RangeTypically 25 – 40

Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.

Available Vehicles

Institutional Separate Account

US Mutual Fund

 

Investment Team

Steven A. Gavios

Managing Director

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Andrew M. Tucker, CFA

Managing Director

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Jonathan M. Shapiro

Managing Director

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Daniel J. Nichols

Managing Director

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Equity

FINANCIAL SERVICES

Unconstrained, high conviction approach across the

full spectrum of financial services businesses

Factsheet

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