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

Zach Hillis

Portfolio Manager

Arden Labatt

Research Associate

Carson Hudey

Research Associate

Mack Myers

Research Associate

Sam Kolenick

Research Associate

Solve Thakre

Research Associate