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Team
Executive Committee
The executive committee is responsible for managing the fund internally, including but not limited to developing the long-term strategy of the fund's portfolio management activities, training analysts, expanding organizational resources and recruiting and placing human capital within the Fund, steering mentorship programming, setting educational targets, placing and approving trades with the CMC investment office, and maintaining portfolio records as well as issuing weekly portfolio updates.
Zara Vakath
Chief Executive Officer
Kian Shah
Chief Operating Officer
Kamila Melikova
Chief Investment Officer
Portfolio Managers and Vice Presidents
Portfolio Managers and Vice Presidents are responsible for leading their respective industry groups and monitoring the holdings in those industries. PMs and VPs are the fund's first line of defense for following and synthesizing material corporate news. PMs and VPs are further responsible for holding weekly meetings with all industry group members to review group performance, generate investment ideas, reevaluate current investments, engage in industry research, educate analysts, and provide internship and career support. PMs and VPs are selected and assigned to portfolio groups by the Executive Committee.
Dylan Krueger
Portfolio Manager
Consumer
Caden Rogers
Portfolio Manager
Materials & Industrials
Gwenivere Robinson
Vice President
Consumer
Natalie Ionescu
Vice President
Materials & Industrials
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Peyton Ogasawara
Portfolio Manager
Financials & Real Estate
Will Turner
Portfolio Manager
Energy & Utilities
Casper Hoving
Vice President
Financials & Real Estate
Anastasia Nikolaeva
Vice President
Energy & Utilities
Ethan Choi
Portfolio Manager
Tech, Media & Telecom
Rachana Muvvala
Portfolio Manager
Healthcare & Life Sciences
Jenna Rempel
Vice President
Tech, Media & Telecom
Livia Hughson
Vice President
Healthcare & Life Sciences
Analysts
Analysts are responsible for monitoring day-to-day corporate news regarding the Fund’s holdings and updating upper management with material developments. Analysts will also contribute to the annual report by writing investment summaries. The chief charge for analysts is learning from PMs and VPs in preparation for future leadership roles in the Fund.
Consumer
Isabel Carter
Varidhi Singh
Shelby Honda
Healthcare
Taleen Berberian
Timon Xu
Anushka Shah
Vishnu Dandi
Gabriel Yang
Spencer Taylor
Energy & Utilities
Rohaan Bhojwani
Tianning Qin
Shiah Sarkowsky
Kian Shah
Materials & Industrials
Elizabeth Barry
Kiefer Tierling
Carolina Nobili
Bet-sua Perez Marcial
Financials & REITs
Cathy Wang
Bella Lynch
Matthew Robinson
Muskaan Mahajan
Zane Yamamoto
Tech, Media, & Telecom
Cyrus Gaylord
Yahya Yousef
John Horan
Om Sharma
Mehak Garg
Rohan Vaidya
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