The Weatherhead Fund
Investment Management in United States
Overview
The Weatherhead Fund is Case Western Reserve University’s oldest student-run organization focused on investment management. Founded in 2011 with a $100,000 seed donation, the Fund has grown a long-only equity portfolio to approximately $1.4 million through disciplined, fundamental investing.
"The Fund" is organized into six sector verticals: Consumer, Financial Technology (FinTech), Diversified Industrials & Energy, Technology, Media & Telecommunications (TMT), Healthcare, and Financial Institutions Group (FIG) & Real Estate Investment Trusts (REITs).
Members develop deep sector expertise through rigorous equity research, financial modeling, and ongoing portfolio analysis in collaboration with experienced upperclassmen.
Tagline
Student-Managed Investment Fund at Case Western Reserve University
EMPLOYEES
51-200 employees
FOUNDED
2011
HQ
Cleveland, Ohio
TYPE
Nonprofit
Location
- Street
- —
- City
- Cleveland
- Region
- Ohio
- Postal code
- 44106
- Country
- United States
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FAQ
What is the company name?
weatherheadfund.com is the website of The Weatherhead Fund.
What is the industry of the company?
The Weatherhead Fund (weatherheadfund.com) is in the Investment Management industry.
When was the company founded?
The Weatherhead Fund (weatherheadfund.com) was founded in 2011.
How many employees does the company have?
The Weatherhead Fund (weatherheadfund.com) has 51-200 employees.
What is the company type?
The company type of The Weatherhead Fund (weatherheadfund.com) is Nonprofit.
Where is the company headquartered?
The Weatherhead Fund (weatherheadfund.com) is headquartered in Cleveland, Ohio.
What is the address of the company?
The address of The Weatherhead Fund (weatherheadfund.com) is Cleveland, Ohio, 44106, United States.
What are the social media accounts of the company?
The social media account of The Weatherhead Fund (weatherheadfund.com) is LinkedIn.
Social media