Students. Investors. Leaders. Philanthropists.
The UCSD SFIC is our sister org, comprised of 20 bright students who manage UCSD’s $950,000+ endowment fund. Our members come from a wide range of backgrounds including business, political science, computer science, applied mathematics, biotechnology and engineering. The diversity of our analysts brings a unique perspective to our investment practice.
We manage the $950,000+ endowment fund on behalf of the UCSD Student Foundation, a student-run, philanthropic organization that raises money for student scholarships. Our performance allowed us to give out $100,000+ in scholarships over the past decade.
We manage the $950,000+ endowment fund on behalf of the UCSD Student Foundation, a student-run, philanthropic organization that raises money for student scholarships. Our performance allowed us to give out $100,000+ in scholarships over the past decade.
Industry Sectors
Technology ~ Healthcare ~ REIT ~ Industrials ~ Consumer & Retail
Investment Philosophy
Our investment philosophy blends the value discipline championed by Warren Buffet and Benjamin Graham with an opportunistic eye for catching industry megatrends. We aim to discover superior performers that are being underappreciated by the market either because of speculative movements or hidden value. After identifying excellent companies trading at discounts, we utilize a margin of safety to further minimize risk while maximizing upside potential. Since we are managing an endowment fund, we avoid the speculative swings of the market in order to focus on the discernment of real value.
Therefore, we enter our positions for the long-term, and incorporate proven, dividend aristocrats into our portfolio to provide consistent cash returns and the liquidity necessary to weather market downturns. Our value approach does not inhibit us from capitalizing on growth opportunities. While we avoid speculative investing, we do seek out companies that are fundamentally distinguished but also competitively positioned to take advantage of industry shifts. Through exceptional research, we are able to capture industry shakers before the market prices in their full potential. This double play of value and opportunity allows us to preserve our endowment capital while benefiting from the decade’s biggest innovations.
Therefore, we enter our positions for the long-term, and incorporate proven, dividend aristocrats into our portfolio to provide consistent cash returns and the liquidity necessary to weather market downturns. Our value approach does not inhibit us from capitalizing on growth opportunities. While we avoid speculative investing, we do seek out companies that are fundamentally distinguished but also competitively positioned to take advantage of industry shifts. Through exceptional research, we are able to capture industry shakers before the market prices in their full potential. This double play of value and opportunity allows us to preserve our endowment capital while benefiting from the decade’s biggest innovations.
