The Weatherhead Fund

community.case.edu

The Weatherhead Fund is a student-managed investment fund at Case Western Reserve University. Founded in 2011 with a $100,000 donation, we have since grown our portfolio to approximately $600,000 by long-only equity investing. The Fund's forty members are organized into five sector verticals: Consumer Goods, Financial Institutions & Real Estate, Industrial Goods, Technology, and Healthcare. By working alongside experienced upperclassmen, members of each vertical quickly become experts in their assigned sector. They also become adept investors through routine financial modeling, credit analysis, and equity research.

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The Weatherhead Fund is a student-managed investment fund at Case Western Reserve University. Founded in 2011 with a $100,000 donation, we have since grown our portfolio to approximately $600,000 by long-only equity investing. The Fund's forty members are organized into five sector verticals: Consumer Goods, Financial Institutions & Real Estate, Industrial Goods, Technology, and Healthcare. By working alongside experienced upperclassmen, members of each vertical quickly become experts in their assigned sector. They also become adept investors through routine financial modeling, credit analysis, and equity research.

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Country

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State

Ohio

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City (Headquarters)

Cleveland

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Employees

11-50

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Founded

2011

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Social

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Health Care Industry Vertical Co - Head , Co - Treasurer

    Email ****** @****.com
    Phone (***) ****-****
  • Co - Head of Industrials and Energy Vertical

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Analyst

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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