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.


Basic Materials


Consumer Staples

Consumer Discretionary

Energy & Utilities

Financials – Banks

Financials – Non-Banks

Healthcare – Non-Pharma

Healthcare – Pharmaceuticals


Real Estate

Technology – Hardware

Technology – Software



Sector Managers

Katie Pepper

Technology - Software

Isabelle Kelly

Technology - Hardware

Ben Power


Áine Sadlier


Melis Asiyo Sarfati

Real Estate

Patrick Griffin


Aidan Lavery

Financial - Non Banks

Alex Wylde

Financial - Banks

Keave Daly

Energy and Utilities

Senan Delargy

Consumer Staples

Sophie Hennessy

Consumer Discretionary

Jack D’Arcy

Basic Materials

Toby Hope


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