What are some of the most reputable SM or MM firms for investing in the financial sector? I haven’t heard of many but assume this is a great market environment for them.
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alua and steadfast have roots in fins (founders both specialized in it) even if not a ton allocated to the sectors today
purcell goated
Why is financials a great time to join now?
bump. Are more funds interested in FinTech investing compared to banks, balance sheet heavy companies due to their cyclicality?
More of a theory than anything. First time the sector has been outperforming in a while, and we've seen a big rotation recently. Generalists tend not to focus on fins a lot but will need to if financial services companies outperform their benchmark. That means a lot of shops are underallcoated to fins analysts.
I'd note that I wouldn't include payments/fintech in that theory.
As an intern in fig matching process, which sector should I prioritize for full-time for future investing roles in your opinion?
I trade financials across the cap stack and think it is certainly a very interesting time to play the sector, especially balance sheet fins. We are on the cusp of an inflection point in multiple key economic indicators (beginning (?) of a cut cycle, hard/soft/no landing, etc.) Fins are also highly tied to CRE, which is also facing a historic turning point itself. Market expectation on all these variables are all over the place in the next 6-12 months. Plenty of alpha generation opportunities when the key drivers (rate, credit availability) are moving so volatile last few years
That sounds fascinating. On insurance (thinking of life here), there's definitely some interesting momentum with pension scheme buyouts (looking at UK, Netherlands), but curious what you're seeing on banking if anything? Noted the CRE point
Also, if you don't mind me asking - what funds to cross-cap stack financials? I'd expect MMs to do equities solely so this sounds more like a highly specialized SM? Might be looking to go into the space so would be keen to pick your brain.
Any SM or MM do insurance investing?
Most of the MMs will cover insurance. Lots of SMs steer clear though.
Why the MS?
Junto founder/CIO is a former fins specialist. Also - their current fins sector PM (different guy than founder) is very good
North reef in Laguna beach
Do you know what their strategy is like? I've shared some calls with them and have always been curious.
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