Consumers
Manager: Dylan McFarlane Associate: Brendan Trainer Analysts: Aiden Bivona, Ryan Boehlert The Consumers Sector means to capture both consumer discretionary products and consumer staples products into one entity. Examples of companies that fall within this sector include: Nike, Disney, and Starbucks. Analysts within the sector cover industries that include
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Energy
Manager: Hamza Abbassi Analysts: Ian Vander Schaaf, Haiden McCourt, Mary Frank The Energy Sector focuses on companies that produce, service, and market energy related products used for home heating/cooling, transportation, manufacturing, and agriculture. Examples of companies that fall within this sector include: ExxonMobil, Chesapeake Energy, Schlumberger, and Transocean. Analysts within the sector cover industries that include:
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Financials
Manager: Manny Vidal Analysts: Sara Lubanski, Micheal Del Grande The Financials Sector focuses on companies that provide financial services to consumers and business in the form of credit extensions, investment banking services, brokerage services, and insurance. Examples of companies that fall within this sector include: JPMorgan Chase, MetLife, Aetna, Century 21, and Morgan Stanley. Analysts within the sector cover industries that include:
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Healthcare
Manager: Henry Hogan Associate: Jordan Alexander Analysts: Mathew Allen, Gabe Lynch The Healthcare Sector focuses on companies that provide assistance through means of medical equipment, pharmaceutical drugs, health insurance, and medical R&D. Examples of companies that fall within this sector include: Johnson & Johnson, Thermofisher, and IQVIA. Analysts within the sector cover industries that include:
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Industrials
Manager: Tyler Howell Analysts: Emily Daggett The Industrial Sector focuses on companies that provide products and services that serve as inputs or capital goods that are necessary for manufacturing and production. Some examples of companies that fall within this sector include: General Electric, Monsanto, Archer-Daniels-Midland, Waste Management, KB Homes, and US Steel Corporation. Analysts within the sector cover industries that include:
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Technology
Manager: Jack Daufenbach Associate: Ethan Coyle Analysts: Sophia Ackerman, Will Chen, Shane Whalen The Technology Sector focuses on companies that sell technology products and services to other businesses or directly to the consumer. Some examples of companies that fall within this sector include: Oracle, Apple, IBM, NXP Semiconductor, and Samsung. Analysts within the sector cover industries that include:
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Portfolio Management Group
Manager: Emily Graff Analyst: Derek Haynie The Portfolio Management Group (PMG) of the MIF is run by our Chief Risk Officer and is composed of 3-4 analysts that focus on quantitative portfolio analysis. The Group looks to complement our fundamental research and analysis with more quantitative studies that examine risk-return profiles of investments as well as historical correlation data. With the combined due diligence of the sector analysts and the PMG, we are able to make informed investment decisions that help us maximize our returns while optimizing our risk-adjusted return mandate. |
Madison Sustainability Fund (ESG)
Manager: Jabril Al-Hamdy Analyst: Yuvraj Joshi, Benjamin Lopez Del Pino, Morgan Maxwell, Caitlin Tully The Madison Sustainability Fund was created in 2017 in order to promote James Madison University’s vision of environmental stewardship, as well as to allow analysts to explore the ever-growing field of sustainable investing. It has been established as a separate portfolio which was initially funded by PepsiCo, Inc. It operates under the same umbrella as the Madison Investment Fund but is unique, as a sector-agnostic fund, with performance tracked separately than the rest of the MIF portfolio. The Sustainability Portfolio follows the same investment criteria as that of the general fund, but with the added stipulation that the potential investment must meet the established sustainability criteria. Any potential holding must be within at least one established Environmental, Social, & Governance (ESG) related index, ETF, or mutual fund. Additionally, an added emphasis will be placed on a company with a strong history environmental stewardship, as the fund with that in mind. |