Our Investment Portfolio
We manage a $16,000+ portfolio of stocks across six 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 investment recommendations based on technical and fundamental analysis of equities within their sector. We utilize a long-term hold strategy across our portfolio that allows us to mitigate unsystematic risk, capture stable returns, and consistently outperform the S&P.
Three-Pronged Investment Strategy...
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 base our investment strategy around the market's long-term upward trajectory. Our analysts collaborate to identify sound investments that leverage the market's momentum to realize reliable gains over 12+ month holding periods.
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. Founded in 2021, our Sustainability Committee reviews the ESG impact of new investment proposals.