Executive Board

The board is responsible for fund leadership and investment strategy. The board consists of seven members, including the following: Chief Executive Officer, Chief Investment Officer, Chief Operating Officer, Director of Performance, Director of Trading, Director of Alumni Relations, and Director of Education.

Industry Leadership​

This includes the portfolio managers (PMs) and vice presidents (VPs) of each of the six industries. Industry leaders are responsible for managing their respective sectors, and are expected to deliver above-market returns and manage their industry membership.

Industry Members

Membership includes investment analysts which belong to each industry and assist the PMs and VPs in the fund's analysis and idea generation.