Current Holdings

Click here to download the portfolio spreadsheet. 

 

About

This fund will cover all types of investments across various different consumer discretionary and staples groups, including but not limited to: apparel, restaurants, household products, e-commerce, appliances, personal goods, etc. Analysts will be expected to develop and discuss investment theses based on market trends, event driven occurrences, and demographic shifts. Analysts would gain exposure to understanding various different business models, seasonality effects, and value chains of a diverse set of retail companies. Overall, the consumer retail industry involves understanding inventory management, production efficiency and sales drivers. Because of the wide spectrum of companies that are classified within the retail industry, analysts would be expected to have a broad understanding of global market movements and the dynamic nature of consumer preferences.

Fund managers

Collin Hartman, Jon McClanahan, and Anurag Bansal