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.

2020 - 2021 Portfolio Management Team
Executive Board
President
  • Sean Caldwell

VPs of Human Capital
  • Julianne Danford and Will Batchelder

VP of Investments
  • Graham Pake
VP of Membership
  • Pearson Dunaway

Coverage Groups

Consumer Discretionary
Sector Head
  • Jackson Raymer

Sector Analysts
  • Abby Meistrell
  • Collin Walsh
  • Sam Cordell
Consumer Staples 
Sector Head
  • Steven Pal

Sector Analysts
  • Alec Wright
  • Jessica Hong
  • John Meah

Energy and Power
Sector Head
  • Jordan Norona
Sector Analysts
  • Yingxi Huang
  • Rishi Kulkarni
  • Mariel Frith

Financials
Sector Head
  • Madison Zezzo

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

Healthcare
Sector Head
  • Scott Grant

Sector Analysts
  • Rob Landry
  • Matthew Boggis
  • Sandler Hoffman
​
Industrials/Utilities 
Sector Head
  • Gregory Macora
Sector Analysts
  • Devon Triplett
  • Daniel Sang
  • Will Miller

Technology
Sector Head
  • Parth Gujare

Sector Analysts
  • Temoor Dard
  • Anik Patel
  • Zain Chaudhry

Materials
Sector Head
  • Kaelin Amin

Sector Analysts
  • Kendall Jones
  • William Goldberg
  • Rhea Bhagla

Media and Telecom 
Sector Head
  • Jack Ashby

Sector Analysts
  • Peyton Vannatta
  • Veda Choudary
  • Ambica Ramchandra

© UNC Finance Society