Financial companies and projects
Explore the companies and projects assigned to Financials in Orbitrum. Browse banking services, investment holdings, collective investments, investment services and insurance, then open their available research and author profiles.
Projects in Financials
Stage
All stages
647 projects
Calamos Strategic TR ClosedCalamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in common and preferred stocks of companies across all market capitalizations, convertible securities, and high yield corporate bonds with an average credit rating of BB as rated by S&P. The fund employs both fundamental and quantitative analysis with a combination of bottom-up and top-down security picking approaches to create its portfolio. Calamos Strategic Total Return Fund was formed on December 31, 2003 and is domiciled in the United States.Web2
Caledonia InvestmentsCaledonia Investments plc is a self-managed investment trust company. It invests in private and public equity markets across the globe. The firm benchmarks the performance of its portfolios against the FTSE All-Share Total Return Index. Caledonia Investments plc was founded in 1928 and is based in London, United Kingdom.Web2
Canoe EITCanoe EIT Income Fund is a closed-ended balanced fund launched and managed by Canoe Financial LP. It is co-managed by Haber Trilix Advisors, LP. The fund invests in the public equity and fixed income markets of Canada and the United States. Its equity portion seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in growth and value stocks of mid-cap and large-cap companies. It invests in equity and debt securities of royalty and income trusts, corporations, partnerships, or other issuers. The fund was formerly known as EnerVest Diversified Income Trust. Canoe EIT Income Fund was formed on August 5, 1997 and is domiciled in Canada.Web2Canoe EIT Income PrefCanoe EIT Income Fund is a closed-ended balanced fund launched and managed by Canoe Financial LP. It is co-managed by Haber Trilix Advisors, LP. The fund invests in the public equity and fixed income markets of Canada and the United States. Its equity portion seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in growth and value stocks of mid-cap and large-cap companies. It invests in equity and debt securities of royalty and income trusts, corporations, partnerships, or other issuers. The fund was formerly known as EnerVest Diversified Income Trust. Canoe EIT Income Fund was formed on August 5, 1997 and is domiciled in Canada.Web2About this sector
Financials is a distinct application sector grouping banking services, investment holdings, collective investments, investment banking and insurance. The live category list determines the available industries. Individual profiles describe the business or vehicle represented, while the linked evaluations provide the author's project-specific perspective.
How to compare projects
A bank, an insurer and an investment holding company are not the same type of operation. Narrow the list by industry and compare what the evaluations actually examine, including the date and the author's stated scope.
Projects follow the categories assigned in the Orbitrum application. This collection supports research and discovery; it is not an investment ranking.
Industry definitions
Investment Holding Companies (1,281)
Companies classified as investment holding companies.
Banking Services (2,259)
Companies categorized as banking-service providers.
Collective Investments (647)
Projects classified as collective-investment vehicles or activities.
Investment Banking & Investment Services (1,819)
Investment-banking and investment-service businesses.
Insurance (681)
Insurance companies within the Financials classification.
Questions to guide your research
- What activity or vehicle is represented by the project?
- Which operating or financial factors does the author evaluate?
- What assumptions should a reader examine in the underlying analysis?
Questions about this sector
How is Financials different from Finance?
Financials groups banks, investments, holdings and insurance in the application. Finance has a broader application-oriented set that includes DeFi, exchanges, payments and some overlapping financial activities. The website preserves both classifications.
Where can I find insurance companies?
Insurance is an industry under Financials. The application also uses Insurance under Finance. Browse either assignment and open the company profile to see its actual activity and available research.
