Our Team

 

Jaguar Investment Fund Logo

Expand or collapse the sections on this page to see students who are currently working with the fund, and fund alumni.

▼   Current Managers

 
 
 

Annette Abraham

Josie Albin

Josie Albin

Riley Banser

Riley Banser

Jordin D'Avera-Williams

Jordin D'Avera-Williams

Quinton Fraser

Quinton Frazier

Anthony Hunt

Anthony Hunt

Ian Montes de Oca

Ian Montes de Oca

Grace Orosco

Grace Orosco

Jordan Plunkett

Jordan Plunkett

Sun Irene Souvannasy  

Sun Irene Souvannasy  

 

Nicholas Wilson

 

Yan Yang

 
 
▼   Fund Alumni 2021
  • Riley Banser
  • Mitchell Bell
  • Caroline Berge
  • Hunter Borman
  • Hails Burnette
  • Spencer Chappell
  • Christian Eckert
  • Kelsey Edwards
  • Ethan Flowers
  • Quinton Frazier
  • Anthony “Alex” Hunt
  • Hunter Loper
  • John MacLatchie
  • Mary Grace Mayer
  • Christina Miles
  • Ian Montes de Oca
  • Grace Orosco
  • Jordan Plunkett
  • Michael “Reid” Powers
  • Taylor Sprinkle
▼   Fund Alumni 2020
  • Thomas Alford
  • Zoey Barber
  • Sabrina Begum
  • Emma Bolton
  • Trevor Chunn
  • Caleb Dunaway
  • Austin Grace
  • Jake Grobelny
  • Micah Jordan
  • Koda King
  • Garrison McGraw
  • Ian Peek
  • Clay Richardson
  • Tyler Spidle
  • Quy “Annie” Vo
▼   Fund Alumni 2019
  • Nick Barton
  • Tyler Belden
  • Mac Carr
  • Lauren Carrubba
  • Jesus Gonzalez Lopez
  • Anh Hong Nguyen
  • Mignone Perry
  • Madisyn Smith
  • Peter Staalbo
  • Jiahao Zhang
▼   Fund Alumni 2018
  • Josh Crownover
  • Tyler Guest
  • John Killion Jr.
  • Jocelyn Medina
  • Zach Melton
  • John Naylor
  • Jonathan Rowe
  • Juan Cruz Soria Forcada
  • James Stokes
  • Alexander Wentz
▼   Fund Alumni 2017
  • Matthew Allen
  • Thomas Ellis
  • Mallorie Evans
  • Clifford Harris IV
  • Ulysses Hickey
  • Andrew Knapp
  • Dalton Owens
  • Zak Sorel
  • Joseph Turek
  • Colden Wesch
  • Eric Wesson
  • Marcus Williams
▼   Fund Alumni 2016
  • Nicholas Blakley
  • Micah Calhoun
  • Britton Hall
  • Audrey Hofer
  • James Lewis
  • Marion Singleton
  • William Smith
  • Harrison Spruiell
  • Nicole Weil
  • Anthony Welford
  • Tyler Yakola
▼   Fund Alumni 2015
  • Charis Singleton
  • Micah Calhoun
  • Tyler Yakola
  • James Lewis
  • Hayden Welford

 

Definition of Student Roles

Financial Analyst

Each Financial Analyst is responsible for preparing presentations on securities to be added to or removed from the Jaguar Investment Fund Portfolio. Financial Analysts employ analytical tools to justify any financial model, any assumption made in a financial model, or any buy/sell recommendation. A Financial Analyst will be responsible for learning the details of any security they recommend and for monitoring the security while it is part of the portfolio.

Economist

Each Economist specializes in a different economic sector as defined by S&P. They establish the degree of sector diversification and provide weekly updates of their respective sector’s economic condition. The Economists also have responsibility for two main geographic regions divided between the North American economy and other international economies. The Chief Economist covers the North American economy, tracks short-term and long-term interest rates and coordinates the economic reports generated by the team. The Economists, most notably the one covering North America, also make recommendations about relative weightings between equity and cash and cash equivalents allocations. The other Economists make recommendations about the degree of equity exposure in their respective sector. Economists may receive multiple sector or geographic assignments as need.

Political Analyst

The Political Analyst covers elections, regulations, deliberations by Congress and any other political event or issue that may impact on the value of the Fund.

Operations Manager

The Operations Manager is responsible for preparing and distributing the minutes of each meeting. This position contributes to the maintenance of the Sakai site. The Operations Manager also maintains the physical facilities under the control of Jaguar Investment Fund.

Risk Analyst

The Risk Analyst is responsible for monitoring the Jaguar Investment Fund to verify that all positions are in harmony with the Investment Policy Statement. Through the use of both scheduled and unscheduled analysis, the Risk Analyst identifies the portfolio’s various exposures. The Risk Analyst recommends actions to rectify any unnecessary or unusual risks.

Options Analyst

The Options Analyst is responsible for assessing equities owned by the fund that would be possible candidates for writing covered calls.  Covered call options may be used by the Jaguar Investment Fund to enhance equity returns. Covered call options are often used by investors during neutral to bullish markets to generate fund income and provide a small amount of downside risk.

Risk Management Group

The Risk Analyst and the Accountant combine to form the Jaguar Investment Fund’s Risk Management Group. This group has responsibilities as delineated in section 5. The Risk Management Group is able to veto any trade that violates the Investment Policy Statement.

Alumni Relations Director

The Alumni Relations Director is responsible for communication with past Jaguar Investment Fund alumni. The Alumni Relations Director sends updates on performance, employment, and anything interesting related to Jaguar Investment Fund. The Alumni Relations Director maintains a database of all alumni contact information.