Sector Composition

Consumers Sector

The Consumer Discretionary sector includes companies that sell goods and services directly to consumers, such as retail, food, and e-commerce. Opportunities in this sector are shaped by consumer trends, market innovations, and economic conditions.

Manager: Steven Berger

Analysts: Jack Sharpe, Joey Del Grande, Anshul Mather, Kian Mostaghim, Zachary Runkle

Energy Sector

The Energy sector focuses on companies involved in oil, gas, and renewable energy production. This sector is influenced by fluctuations in commodity prices, geopolitical developments, and the transition to clean energy. Investments aim to balance traditional energy sources with the growing demand for sustainable alternatives.

Manager: Luca Engel

Associate Manager: Alex Merrill

Analysts: Noah Koptish, Peyton Lee

Financials Sector

The Financials sector includes banks, insurers, asset managers, and other institutions. It plays a key role in capital allocation, lending, and wealth management, with opportunities driven by interest rates, economic growth, and market trends.

Manager: Dylan Feldman

Associate Manager: Ryder Petrylak

Analysts: Brynn Day, Kendall Bailey, Franco Alba, Jacob Cook

Healthcare Sector

The Healthcare sector encompasses companies involved in pharmaceuticals, biotechnology, medical devices, and healthcare services. Investments in this sector are influenced by advancements in medical technology, aging populations, and regulatory changes. The sector offers opportunities for growth through innovation and addressing unmet medical needs.

Manager: Andrew Balgley

Analysts: Carter Straight, Ryan Stevens, Charley Corey, Jackson Gribben

Industrials Sector

The Industrials sector includes companies involved in manufacturing, construction, transportation, and aerospace. This sector is closely tied to economic activity and infrastructure development. Investments often focus on businesses driving efficiency, innovation, and sustainable practices in industrial operations.

Manager: Cole Jencks

Associate Manager: Amelia Lilley

Analysts: Noah Charvet, Laura Gabriel, Estelle Horne

Technology Sector

The Technology sector comprises companies developing software, hardware, and services that drive digital transformation. This includes industries such as semiconductors, cloud computing, and artificial intelligence. Investments in this sector are often driven by innovation, market adoption, and global connectivity trends.

Manager: Karl Huber

Analysts: Adam Childs, Prince Amarante, Luke Failing, Asa Gleeson, Jordan Minella

Portfolio Management Group

Portfolio Management involves overseeing investments across all sectors, managing risk, and ensuring alignment with overall fund objectives. PMs focus on optimizing portfolio performance while adhering to the fund’s risk tolerance and investment strategy.

Manager: Ryan Morneau

Analysts: Phi Lê, Cameron Lynch, Olivia Tucker, Abby Malone, Alex Levine

Madison Sustainability Fund (ESG)

The ESG sector emphasizes investments in companies committed to sustainable and ethical practices. This includes businesses focusing on renewable energy, social responsibility, and strong corporate governance. ESG investing seeks to generate long-term value while addressing environmental and societal challenges.

Manager: Luke Straight

Analysts: Lucas Shrager, Fisher Goodall, Carter Cibulsky, Brady Kimball, Brandon Weiss

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