Student investment team

Our team members work together each year to perform equity research and to make portfolio management decisions. We believe in and work to build an inclusive place for our team members to learn, where every voice is heard and diverse perspectives are welcomed.

Management team

The-Fund-Lewis-J The-Fund-Rughoohauth-R The-Fund-Young-N
  James Lewis
portfolio manager
Roshik Rughoonauth
portfolio manager
Nathan Young
quantitative manager

Sector managers

The-Fund-Falke-A The-Fund-Gruner-P   
Aryan Falke Pedro Gruner  
The-Fund-Knight-C The-Fund-Noseworthy-RW   
Connor Knight Russell Noseworthy   

Analysts

The-Fund-Ahamed-S The-Fund-Ayappa-Y  The-Fund-Edwards-K
Sheikh Ahamed Yeshwin Ayappa Kirk Edwards 
The-Fund-Fallows-M The-Fund-Fumo-K The-Fund-Gonzales-A
Michael Fallows Kelvin Fumo Angel Gonzales 
The-Fund-Pitcher-A The-Fund-Quinlan-L The-Fund-Singh-A
Aedan Pitcher Lauren Quinlan Angaddeep Singh
The-Fund-Smith-S The-Fund-Sullivan-L The-Fund-Villamar-S
Sarah Smith  Luke Sullivan Santiago Villamar
The-Fund-White-J The-Fund-Zhao-B

Jack White Bufan Zhao
  

Administrative support

The-Fund-Lang-M

Matt Lang

Faculty advisor

The-Fund-Advisor-Oldford-E
Dr. Erin Oldford
Associate professor; Associate dean undergraduate programs and accreditation
Faculty of Business Administration