August 2012 — June 2013
Co-led long only equity fund that manages two accounts (a portion of IIT’s endowment and alumni donated fund).
• Achieved an average quarterly return of 8.69% since the third quarter of 2012, and reported quarterly fund performance to the board of directors.
• Measured and evaluated the fund performance of investments relative to established performance benchmarks on a quarterly basis. Generate a total gain of 11.59% from August 2012 to March 2013.
• Rebalanced portfolio weekly to keep the portfolio sector neutral benched with S&P 500. Kept fund bearing an average volatility of 11.93% (Annualized), which is less than that of benchmark, 12.59%.
• Oversaw the progress and development of five wsector teams (Consumer, Financial, Healthcare, Industrials &Materials and Technology).