Our portfolio is constructed of approximately 25 holdings split between US, European and Japanese equities along with a number of exchange traded funds. As a measure of performance, we track the MSCI World Large Cap Index on a risk adjusted basis. Over the past 10 years, the fund has grown to over €150,000 in assets under management. We adhere to GICS (Global Industry Classification Standard) across our 11 sectors and sector allocations within the portfolio are decided based on the market outlook and risk appetite of the fund’s senior investment committee.
Portfolio Sectors
Senior Analysts: Seamus Conlon, Jayne Holton
Senior Analysts: David Furey, Ava Cudmore
Senior Analysts: Hugo Bolger, Lauren Dench
Senior Analysts: Aoife Kelly, Samuel Pennanen
Senior Analysts: James Deegan, Kristian Robertson
* Investment Banks provide services to individual clients, institutions and governments. They underwrite both debt and equity securities, provide Sales & Trading services, Mergers & Acquisitions advisory, wealth/asset management, equity research etc.
* Retail Banks provide services to individual consumers. They provide savings accounts, mortgages, personal loans, credit/debit card services etc.
* Commercial Banks provide services primarily to businesses. They offer loans, accept deposits and offer other basic financial services and products.
Senior Analysts: Eimear Kennedy, Ethan O'Mahoney
Senior Analysts: Conor Crowley, Oisin Carty, Cathal Menton
Senior Analysts: Maria Cairns, Aine Flynn, Ruth O'Dea
Senior Analysts: Niall Somers, Daniel Hickey, Ronan Boyce
Senior Analysts: Mihai Masteru, Emmet Behan
Senior Analysts: Daniel Barker, Aoife Mullan
Previous Sector Managers
Basic Materials – Ryan Clarkson
Communications – Laura Stack
Consumer Discretionary – Ranjana Singh
Consumer Staples – Conor Murdoch
Energy – Conor Murphy
Financial (Banks) – Michael O’Callaghan
Financials (Non-Banks) – Luke Harmon
Healthcare – James Kinsella
Technology – Oran McVeigh-Keeling
Transport & Industrials – Luke Ryan