The Ewing Schleeter Harris (ESH) Fund is a student managed, long-only equity investment fund that exists to provide selected members of the UNC Finance Society, collectively referred to as the Portfolio Management Team, with an immersive equity portfolio management experience to facilitate the development of marketable skills in value-oriented, research driven securities analysis and selection. Portfolio Management Team members also benefit from unique opportunities, including engagement with active market participants, access to institutional-quality research and analytics, and supplemental guest lectures and networking events.

2019 - 2020 Portfolio Management Team
Executive Board
VP of Operations
  • Teddy Batchelder

VPs of Human Capital
  • Jack Dinges and Sean Caldwell

VP of Trading
  • Jasper Brindis

Coverage Groups

Consumer Discretionary
Sector Head
  • Jack Moody

Sector Analysts
  • Wyatt Phillips
  • Jennifer Katsnelson
  • Pearson Dunaway​
Consumer Staples 
Sector Head
  • David Hutto and Owen Stoneking

Sector Analysts
  • Gregory Macora
  • Will Forest
  • Rajiv Kanumilli

Energy and Power
Sector Head
  • John Love
Sector Analysts
  • Madeline Lavin
  • Brendan Feehey

Financials
Sector Head
  • Madison Zezzo

Sector Analysts
  • Johnathan Alt
  • ​Kaelan Amin
  • Anshu Mohan

Healthcare
Sector Head
  • Revant Birla

Sector Analysts
  • Danny Brennan
  • Arth Baghel
  • Rob Landry
​
Industrials/Utilities 
Sector Head
  • Rorth Gujare
    ​
Sector Analysts
  • Joshua McCorquodale
  • Bobby McQueen
  • Sujay Vallapalli

Technology
Sector Head
  • Will Batchelder

Sector Analysts
  • Jackson Raymer
  • Jack Dewey
  • Michelle He

Materials
Sector Head
  • Julianne Danford

Sector Analysts
  • Scotty Grant
  • Graham Pake
  • Alec Wright

Media and Telecom 
Sector Head
  • Tommy Boggis

Sector Analysts
  • Jack Ashby
  • Eli DeGregorio
  • Steven Pai

© UNC Finance Society