Investment Philosophy

As a student-managed investment fund it is of the utmost importance that our investment philosophy is focused, disciplined, and structured to not only make informed investment decisions, but to also teach our members the building blocks of investment analysis and portfolio management. We are long-only equity fund managers that follow a bottom-up investing approach with an eye on global economic developments. Our goal is to ensure that we follow our philosophy in order to allow for the optimal growth of capital with limited risk exposure. In other words, we want to maximize our investment returns while following strict risk limitations. The core of our investment philosophy is based on our emphasis on value. We look for investments that present value in business operations, value in the cost of the investment, and value to our portfolio as a whole.