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.
Senior Analysts: Brian Sheehy, Rachel Burns
Senior Analysts: Daniel Holmes
Senior Analysts: Ciarán Quinn
Senior Analysts: Aoife Clery Ward, Aimee Goodwin
Senior Analysts: Oliver Begley, Shantanu Gupta
* 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: Paddy Ryder, Aife Feeley
Senior Analysts: Isaac Brickenden, Osgur Murphy O'Kane
Senior Analysts: Brian Coady, Lily-May Jennings, Gerard O’Shea
Senior Analysts: Ciaran Regan, Milo Dunne & Niall Alsafi
Senior Analysts: Fiachra Keane, Liam Stein