Fund Structure

Fundamental Long-Short Investment focus, guided by quantitative risk management & data-driven analysis

Fund Overview

A Student-Managed Portfolio

$150K+

Assets Under Management

X...

Active Positions

Current Sector Allocation (update later/as we need)

Technology28%
Healthcare22%
Financials18%
Consumer15%
Industrials10%
Energy7%

Investment Process

Fund approach to identifying and executing investment opportunities

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Investment Criteria

The key principles guiding our investment decisions

Fundamental Analysis

here

Catalyst-Driven

Taking advantage of market opportunities... etc. change

Entry-Exit

here

Quantitative Analysis

Market insulation using portfolio management methods and factor modeling

Performance

Track Record

Our disciplined approach has delivered consistent results over time

update

2024 Return

update

Sharpe Ratio

Past performance is not indicative of future results. All performance figures are net of simulated fees.