€600K AUM
When the fund was founded in 2010, it initially had €30,000 AUM, in the years since, we have seen the fund grow to over €600,000 AUM with over 2,000 active members.
Portfolio Structure
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.
We adhere to GICS (Global Industry Classification Standard) across our 13 sectors, as well as our trading and cryptocurrency sectors, and sector allocations within the portfolio are decided based on the market outlook and risk appetite of the fund’s senior investment committee.
Sectors
Basic Materials
Communications
Consumer Staples
Consumer Discretionary
Energy & Utilities
Financials – Banks
Financials – Non-Banks
Healthcare – Non-Pharma
Healthcare – Pharmaceuticals
Industrials
Real Estate
Technology – Hardware
Technology – Software
Trading
Sector Managers
Olivia Crisafi
Technology Software
Rory Lally
Healthcare Pharmaceuticals
Martha McCutcheon
Consumer Discretionary
Joshua Griffin
Financial Non-Banks
Cathal O’Brien
Basic Materials
Christian O’Toole
Energy & Utilities
Ciara Woodard
Real Estate
Joseph Griffin
Healthcare Non-Pharma
Arthur Grigg
Industrials
Alex Fitzgerald
Communications
Vincent Lin
Technology Hardware
Sonia Deshpande
Financial Banks
Aoibhín Murdoch
Laoise Clifford
Consumer StaplesConsumer Discretionary – Sophie Hennessey
Consumer Staples – Senan Delargy
Energy –
Financials (Banks) – Alex Wylde
Financials (Non-Banks) – Aidan Lavery
Healthcare – Patrick Griffen
Technology Hardware – Katherine Pepper
Technology Software –
Real Estate – Melis Asiyo
Basic Materials – Jack D’Arcy
Communications – Toby Hope
Industrials – Ben Power & Aine Sadlier
Consumer Discretionary – Kinda Otieno
Consumer Staples – Ashling Bourke
Energy – Ciara Morgan
Financials (Banks) – Luke Darcy
Financials (Non-Banks) – Meaghan Platt
Healthcare – James Kinsella
Technology Hardware – Emanuele Roncali di Montorio-Veronese
Technology Software – Ciara Fox
Real Estate – James O’Flionn
Basic Materials – Alex Cronnelly
Communications – Kieran Richardson
Industrials – Miguel Shetreet
Basic Materials: Jayne Holton
Communications: Jacqueline McCarrick
Consumer Discretionary: Fiona Brogan
Consumer Staples: Anna Schwer
Energy: Emily Woods
Financial Banks: Jane Hayes-Nally
Financial Non-Banks: David Cosgrave
Healthcare (Pharmaceuticals): Cillian O’Neill
Healthcare (Non-Pharmaceuticals): Emma McLoughlin
Industrials: Hugo O’Reilly
Real Estate: Kristian Robertson
Technology (Hardware): Dominic Brodeur
Technology (Software): Nathan Whitehead
Utilities: Maximus McKeever
Basic Materials –
Communications –
Consumer Discretionary –
Consumer Staples –
Energy – Oliver Begley
Financials (Banks) – Eimear Kennedy
Financials (Non-Banks) –
Healthcare – Ciaran McKay
Technology (Software) – Will O’Callaghan
Technology (Hardware) –
Basic Materials – Ryan Clarkson
Communications – Laura Stack
Consumer Discretionary – Ranjana Singh
Consumer Staples – Conor Murdoch
Energy – Conor Murphy
Financials (Banks) – Michael O’Callaghan
Financials (Non-Banks) – Luke Harmon
Healthcare – James Kinsella
Technology – Oran McVeigh-Keeling
Transport & Industrials – Luke Ryan
