Information Technology
Software, semiconductors, and IT services across mega-caps and emerging growth.
24.5%
$152,303
Portfolio Manager
Chris Andreou
Top holdings
- MSFTMicrosoft Corp.
- CIFRCipher Digital
- PANWPalo Alto Networks
Coverage
Our teams.
Eight equity sector teams cover the investable universe from the bottom up. A Fixed Income & Macro group frames the rate and credit backdrop, and Portfolio + Risk Management oversees allocation, trading, and performance.
Refreshing allocations…
Equity coverage
% of invested capitalHealthcare & Utilities
Pharma, biotech, med-tech, managed care, and regulated utilities.
8.2%
$50,776
Portfolio Manager
Open seat
Top holdings
- LLYEli Lilly and Co.
Financials
Banks, insurers, asset managers, and capital markets infrastructure.
18.0%
$112,262
Portfolio Manager
Alex Belanger
Top holdings
- USBU.S. Bancorp
- BRK.BBerkshire Hathaway
- ALLYAlly Financial
Consumer Discretionary
Retail, autos, leisure, and other cyclical consumer names.
11.0%
$68,395
Portfolio Manager
Ayden Wong
Top holdings
- AMZNAmazon.com
- RLRalph Lauren
- DASHDoorDash
Consumer Staples
Food, beverage, household products, and other defensive consumer names.
9.7%
$60,390
Portfolio Manager
Evan Wright
Top holdings
- MNSTMonster Beverage
- PGProcter & Gamble
- SFDSmithfield Foods
Industrials
Aerospace & defense, machinery, transports, and capital goods (incl. materials).
13.0%
$80,891
Portfolio Manager
Ian Teh
Top holdings
- CMICummins Inc.
- ORNOrion Group
- STLDSteel Dynamics
Energy & Real Estate
Integrated energy, E&P, midstream, refiners, and listed real estate (REITs).
6.3%
$38,900
Portfolio Manager
Jacob George
Top holdings
- CEGConstellation Energy
- OXYOccidental Petroleum
Communications
Telecom, media, interactive entertainment, and select platform names.
9.3%
$58,107
Portfolio Manager
Open seat
Top holdings
- METAMeta Platforms
- VZVerizon Communications