Investment Club Strategy
The investment horizon for the Club portfolio is infinite, in keeping with the concept of an endowment for the University as a whole. Yet due to the generally risk-seeking nature of undergraduates, the Club may take somewhat more risk than a typical long-term endowment.
The Club goal is to outperform the S&P 500 index on an annual basis. Given that two-thirds of professional money managers miss this mark year-over-year, the Club is setting a high-bar.
Our mandate is to perform fundamental analysis on potential individual assets for buy/sell decisions. Our donor wanted the Club to exclude Mutual funds, Index funds, or other broad-based funds in which others have done the analysis. Through this our members learn to evaluate each company, bond, REIT, or commodity on its own merits.
Page last updated December 16, 2021