Experience is the best teacher...
Specifics on our Current Fund:
Sharp(e) Results
40%
return in our virtual fund since Jan. 2024
compared to the S&P 500 which has returned 25.1% in the same time period (these results were obtained EOD 01/04/2025).
As we are in the process of establishing the investment club portion of our design team, we have had been tracking our own Virtual Fund (VF) which is a simulated investment account. Our VF has performed very strongly compared to the S&P 500 since its inception in January 2024. We have generated this performance without reliance on the "Magnificent 7".
Investing Private Capital
We believe the best way for our members to gain valuable experience is to test our investments in the market by investing private capital. We are currently in the process of establishing our own private investment club before the start of the coming school year.
Long-term Fundamental Equity Approach
We practice the investment philosophy of Benjamin Graham to treat equity ownership like owning the company. To deliver reliable and safe returns to our investors, we take a value-based approach that will succeed in the long term. We stay up to date on sources of value by thinking ahead of the curve quantitatively. We plan on investing long in equities with expansion into alternative strategies through simulations in order to get familiar before fund implementation.
Tangible Effects
All of our general members have the chance to make an influence on the team. We value everyone's opinion and believe that anyone can have a tangible effect on the team. Our philosophy is you get what you put in; from that logic, we believe in giving even the most junior members a chance to make important decisions in the investment club.
Quantitatively Driven
Everything is backtested through our quantitative algorithms. Our team specializes in portfolio optimization and machine learning. We build quantitative algorithms to identify which equities have fundamental/technical value, algorithms to identify the best time to enter/exit a market and utilize portfolio optimization models on top of our analysis. Our team's real experience in the field ensure our algorithms are up to date within the industry.