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Cyclical Portfolio
CA Equities Portfolio: Text
Team Background
Our cyclical portfolio monitors our holdings which are more volatile and highly sensitive to changing market conditions. The portfolio is led by Zach Hillis and aims to capture upside from changes in the macroeconomic environment.
PORTFOLIO TEAM
Mack Myers
Portfolio Manager
Carson Hudey
Research Associate
Sam Kolenick
Research Associate
Jack Johnson
Research Associate
Tanveer Aurora
Research Associate
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