The Undergraduate Finance & Investment Club is organized into seven functional sectors:
- Consumer (both durable and discretionary)
- Real Estate
- Technology, Media, and Telecommunications
As a small to mid-cap value fund, we intend to allocate our investments across these sectors, focusing on bottom-up fundamental analysis within each sector to provide top-tier security selection leading to an alpha generating proposal.
As a fund that derives its edge from deep research into individual securities rather than sector timing, the fund intends to match the allocation of the Russell 2000 ex-Financials within 500 basis points. The fund targets a diversified portfolio of fifteen to thirty individual equities across these sectors with no maximum number of holdings. No initial individual equity investment shall constitute more than 6% of the portfolio.