Our Portfolio

€400K 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 €400,000 AUM with over 1,600 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

Cryptocurrency

Sector Managers

Alex Cronnelly
Basic Materials

Kieran Richardson
Communications

Kinda Otieno
Consumer Discretionary

Ashling Bourke
Consumer Staples

Ciara Morgan
Energy & Utilities

Luke Darcy
Financials Banks

Meaghan Platt
Financials Non-Banks

Jane Purcell
Healthcare Pharmaceuticals

Katelin Kharrati
Healthcare Non-Pharmaceuticals

Miguel Shetreet
Industrials

James O’Flynn
Real Estate

Emanuele Roncalli di Montorio-Veronese
Technology Hardware

Ciara Fox
Technology Software

2020/21 Sector Managers

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) –

2019/20 Sector Managers

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