WCI Investment Portfolio
$18,000+ actively managed portfolio of US equities across 5 market sectors.
To generate long-term Alpha, we focus on core company fundamentals while taking advantage of short-term market mispricings.
Understanding our Investment Strategy
We manage a $18,000+ portfolio of stocks across 5 market sectors, including TMT, Consumer Goods, and Financial Services. Our members dive deep into specific industries and present investment recommendations to guide the management of our club portfolio.
Throughout the semester, our analysts present both technical and fundamental analyses of equities within their sector, building in-depth valuation models. We utilize a blend of long-term and short-term strategies across our portfolio that allows us to mitigate unsystematic risk and capture stable returns regardless of market conditions.
Driven by Fundamental Research
Under the guidance of an experienced sector head, our analysts craft investment theses and financial models to develop a critical eye for investing, strengthen technical skills, and discover day-to-day career responsibilities in finance roles.
We believe our portfolio can be a catalyst for change. Each semester, we donate a portion of our returns to causes selected by the Philanthropy Committee. Furthermore, our sustainability committee has restructured to a dynamic pitching sector, focused on ethical returns.