Portfolio Management Team

The Portfolio Management Team at the McIntire Investment Institute is responsible for overseeing the fund's investment portfolio, making buy, hold, and sell decisions based on fundamental, value-oriented analysis. This team conducts thorough research and analysis of potential equity investments, monitors the performance of current holdings, and adjusts the portfolio to align with the fund's long-term strategy. Additionally, they mentor newer members and contribute to the educational initiatives that help students gain hands-on experience in investment management.