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: Christian Ellis

Associate Manager: Dylan Feldman

Analysts: Brandon Weiss, Brynn Day, Jack Sharpe, Joey Del Grande, Laura Gabriel, Lily Smith, Samuel Davis

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: Saumya Shah

Analysts: Luca Engel, Olivia Tucker, Alex Merrill

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: Sara Lubanski

Associate Manager: Prince Amarante

Analysts: Karl Huber, Kendall Bailey, Franco Alba, Noah Williams, Luke Failing

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: Ethan Coyle

Associate Manager: Asa Gleeson

Analysts: Andrew Balgley, Amelia Lilley, Cameron Lynch, Phi Lê, Asa Gleeson

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: Brendan Murray

Analysts: Mary Frank, Brendan Trainer, Colin Herwig, Charley Corey, Kian Mostaghim

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: Aiden Bivona

Analysts: Ryan Boehlert, Steven Berger, Stephen Ruhlen, 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: Sean Phares

Analysts: Ryan Morneau, Abby Malone

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: Anshul Mathur, Cole Jencks, Ryder Petrylak, Ian Vander Schaaf, Alex Levine

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