Philo Smith

Investment Company in Stamford, CT
Investment Company in Stamford, CT Organized in 1962, Philo Smith & Co. Is one of the major independent investment banking firms specializing in insurance and other financial services firms. It supplies three kinds of services to customers: Insurance Mergers & Acquisitions Advisory, Investment Management, and Research. In Investment Management, the company's extensive knowledge of insurance and financial services firms contributes to the company's capability to effectively analyze firms and is an integral factor in its above-average long-term investment performance.

Contact Details

Address
695 Main Street
Stamford, CT
06901
Phone
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About Us
read moreMr. Amen manages the firm's investment management and corporate finance businesses. He has counseled insurance clients in strategic transactions, capital funding needs, and long-range planning, specializing in financial analysis, valuation, and mergers and acquisitions. He has sourced and executed over 100 transactions for clients. Prior to joining PhiloSmith in 1988, Mr. Amen was in the Financial Services Group at Bear Stearns & Co. He began his career at AT&T Corp. in finance and marketing. Mr. Amen received a B.A. in Economics and Computer Science from the State University of New York and an M.B.A. in Finance from the University of Chicago Graduate School of Business.
read morePhiloSmith's investment strategy focuses on a disciplined approach to fundamental research of insurance and other financial services companies. With such numerous and diversified components making up this broad sector, filtering through investments to find the potential winners requires a dedicated and focused staff specialized in the industry. Since entering the investment management arena in 1975, our portfolio management approach has remained consistent.
read moreThe firm is an investment manager for many leading institutional investors worldwide. The investment management products offered by PhiloSmith are managed by a team of experienced professionals. PhiloSmith offers U.S.- based limited partnerships and separately managed accounts. All products offer an actively managed approach to investing in insurance and financial services companies. Separately managed accounts are a corollary of our flagship partnership and are tailored to meet an investor's specific investing requirements.
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