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Leading and Successful Financial Services Fund
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All Sectors
Asset & Wealth Management
Advisory, Broker Dealers & Merchant Trading
Banking Institutions
Business Services & Technology
HR Benefits & Employer Services
Insurance Distribution & Services
Insurance Run-off
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Managed Care & Healthcare Services
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Sectors
Advisory, Broker Dealers & Merchant Trading
10
Years Since Initial Investment
Contacts
Scott J. Bronner
James D. Carey
Christopher M. Doody
Clarinda Lim
Eric L. Rosenzweig
David J. Wermuth
Nicolas D. Zerbib
Past
See More
Asset & Wealth Management
15
Years Since Initial Investment
Contacts
Scott J. Bronner
James D. Carey
Agha S. Khan
Jarryd B. Levine
Clarinda Lim
James R. Matthews
Fayez S. Muhtadie
David J. Wermuth
See More
Banking Institutions
15
Years Since Initial Investment
Contacts
Christopher M. Doody
Past
Past
Past
Past
Past
See More
Business Services & Technology
21
Years Since Initial Investment
Contacts
Scott J. Bronner
Jarryd B. Levine
James R. Matthews
Fayez S. Muhtadie
Nicolas D. Zerbib
Past
See More
HR Benefits & Employer Services
7
Years Since Initial Investment
Contacts
Darran A. Baird
James D. Carey
Jarryd B. Levine
James R. Matthews
Fayez S. Muhtadie
Nicolas D. Zerbib
Past
See More
Insurance Distribution & Services
21
Years Since Initial Investment
Contacts
Kurt E. Bolin
James D. Carey
James R. Matthews
Nicolas D. Zerbib
Past
Past
Past
See More
Insurance Run-off
20
Years Since Initial Investment
Contacts
Darran A. Baird
James D. Carey
Past
Past
See More
Life Insurance Underwriting
21
Years Since Initial Investment
Contacts
Kurt E. Bolin
Past
Past
Past
Past
See More
Managed Care & Healthcare Services
21
Years Since Initial Investment
Contacts
Darran A. Baird
Kurt E. Bolin
Nicolas D. Zerbib
Past
Past
Past
Past
See More
P&C Insurance
22
Years Since Initial Investment
Contacts
Darran A. Baird
James D. Carey
Clarinda Lim
David J. Wermuth
Nicolas D. Zerbib
Past
Past
Past
See More
Real Estate Finance & Services
15
Years Since Initial Investment
Contacts
Agha S. Khan
Clarinda Lim
Eric L. Rosenzweig
Past
Past
See More
Specialty Finance / Non-Bank Lenders
10
Years Since Initial Investment
Contacts
Scott J. Bronner
Christopher M. Doody
Past
Past
See More
Stages
Buyout
25
Years Since Initial Investment
57
Companies
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Early Stage
35
Years Since Initial Investment
37
Companies
Past
See More
Growth
26
Years Since Initial Investment
15
Companies
Past
Past
Past
See More
Opportunistic
21
Years Since Initial Investment
17
Companies
Past
Past
Past
Past
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