THE FUND INDEPTH
The Fund is an independent, student-run, investment group concentrated primarily in US equities and with current holdings totalling over $15,000. Our primary aim is to effectively manage risk and generate market-beating returns, while introducing our members to real-world financial analysis.
By leveraging the expertise of our analysts, the Fund provides real-world trading experience and serves as an educational resource for the wider membership base. We use a value investing strategy across a variety of asset classes and performance is evaluated on a rolling basis to maximize returns. The Fund is partially liquidated at the start of each academic year leaving sufficient capital for reinvestment by future analysts. We have achieved returns of 11.1% and 8.1% over the past two years and the Fund now fully diversified across all market sectors, with more than 5% of our portfolio across each sector.