Portfolio managers from Mendon Capital Advisors addressed key topics in the financial sector. Anton Schutz, Dan Goldfarb, and Anton Schutz Jr., shared their thoughts on navigating the current landscape highlighting bank buybacks, dividends, and mergers & acquisitions during a webinar on April 17, 2025.

Holdings are subject to change at any time. Click here for top 10 holdings of the Fund. Past performance does not guarantee future results. Index performance is not indicative of fund performance.

Merger & Acquisition (M&A) - Business transaction in which the ownership of a company, business organization or one of their operating units is transferred to or consolidated with another company or business organization.