€700K 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.
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.
Portfolio Structure
Sectors
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.
Summer McGuire
Real Estate
Sarah Geoghegan
Financial Banks
Georgina Dowling
Financial Non-Banks
Róisín Tully
Communication Services
Adam McVerry
Pharmaceuticals
Matthew Barnes
Pharmaceuticals
Lea Tsolov
Non-Pharmaceutical Healthcare
Johnny Doyle
Energy & Utilities
Emily McCarthy
Consumer Staples
Sarah Cerny
Consumer Discretionary
Tom Downey
Industrials
Jack O’Neill
Tech Software
James O’Sullivan
Tech Hardware
Cillian Kenny
Tech Hardware
Toby Joe Butler
Communication Services
Charlotte Hathaway
Basic MaterialsConsumer Discretionary – Martha McCutheon
Consumer Staples – Laoise Clifford
Energy – Christian O’Toole
Financials (Banks) – Sonia Deshpande
Financials (Non-Banks) – Joshua Griffin
Healthcare (Pharma) – Rory Lally & Joseph Griffin
Healthcare (Non-Pharma) – Aoibhín Murdoch
Technology Hardware – Vincent Lin
Technology Software – Olivia Crisafi
Real Estate – Ciara Woodard
Basic Materials – Cathal O’Brien
Communications – Alex Fitzgearld
Industrials – Arthur Grigg
Consumer Discretionary – Sophie Hennessey
Consumer Staples – Senan Delargy
Energy – Keave Daly
Financials (Banks) – Alex Wylde
Financials (Non-Banks) – Aidan Lavery
Healthcare – Patrick Griffen
Technology Hardware – Katherine Pepper
Technology Software – Isabelle Kelly
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
