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Leading and Successful Financial Services Fund
Sectors
Stages
Sectors
Asset Management
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12
Years Since Initial Investment
Contacts
Scott J. Bronner
James D. Carey
Agha S. Khan
Jarryd B. Levine
James R. Matthews
Fayez S. Muhtadie
Broker Dealers & Merchant Trading
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8
Years Since Initial Investment
Contacts
Jarryd B. Levine
Fayez S. Muhtadie
Eric L. Rosenzweig
Past
Depository Institutions
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12
Years of Investment
Contacts
Christopher M. Doody
Past
Past
Past
Healthcare Services
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19
Years of Investment
Contacts
Darran A. Baird
Kurt E. Bolin
Current
Past
Insurance Distribution
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19
Years Since Initial Investment
Contacts
James D. Carey
James R. Matthews
Nicolas D. Zerbib
Past
Insurance Run-off
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18
Years Since Initial Investment
Contacts
Darran A. Baird
James D. Carey
Past
Insurance Services
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19
Years Since Initial Investment
Contacts
Darran A. Baird
Michael D. Gregorich
Nicolas D. Zerbib
Past
Past
Life Insurance
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18
Years Since Initial Investment
Contacts
Kurt E. Bolin
Past
Past
Past
Past
Outsourcing & Technology
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18
Years Since Initial Investment
Contacts
Scott J. Bronner
Michael D. Gregorich
Jarryd B. Levine
James R. Matthews
Nicolas D. Zerbib
Past
P&C Insurance
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20
Years Since Initial Investment
Contacts
Darran A. Baird
James D. Carey
Clarinda Lim
Past
Past
Past
Past
Real Estate Finance & Services
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13
Years Since Initial Investment
Contacts
Agha S. Khan
Clarinda Lim
Eric L. Rosenzweig
Past
Past
Specialty Finance
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8
Years Since Initial Investment
Contacts
Scott J. Bronner
Christopher M. Doody
Past
Stages
Buyout
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22
Years Since Initial Investment
39
Companies
Current
Growth
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23
Years Since Initial Investment
25
Companies
Early Stage
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33
Years Since Initial Investment
30
Companies
Opportunistic
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18
Years Since Initial Investment
15
Companies
Past
Past
Past
Past
