UP Fund members learn how to think about investment, valuation, and overall portfolio management. Our portfolio has outperformed the market every year since our inception. We manage an investment portfolio that we use to generate returns to community grants and consult local New Haven nonprofits and social enterprises with our Non-Profit and Grants team.
Our group covers the Consumer TMT space, an exciting and fast-paced sector that covers firms like Apple, Disney, and Netflix. Yes, the cool companies. We plan to do fundamental research on the company and industry and financial modeling to create our investment thesis.
Our group will cover the Business TMT (Telecom, Media & Technology) sector, a broad and lucrative sector that covers technology companies who primarily focus on business customers. We’ll be using a fundamental investment approach, but may incorporate some technical tools like sentiment analysis or other alternative valuation strategies.
Energy / Industrials
The Energy/Industrials industry group is the beating heart of the real economy. A broad group covering a diverse range of industries, companies here often count other companies as their primary customers. Major companies include ExxonMobil and Chevron in energy, and Boeing, Raytheon, Caterpillar (capital goods); FedEx, Delta (transportation); and Equifax (commercial services).
From an investing standpoint, this is a fascinating sector with many unique business models and niche subsectors that promise quality finds.
Small-cap covers companies with a market capitalization of around $10 billion and less. We aren’t bound to any vertical and so we are unique in that we can explore a wide range of companies, What’s even more exciting about this team is we are able to investigate companies that are oftentimes fast-growing and at the forefront of their respective businesses.
The consumer goods sector is a category of stocks and companies that relate to items purchased by individuals and households rather than by manufacturers and industries. These companies make and sell products that are intended for direct use by the buyers for their own use and enjoyment.
We research companies in the pharmaceutical space, whether that be pre-revenue biotech with a moonshot therapy or a large-cap, like Merck, with a diverse portfolio of approved drugs. This is a disruptive period in the space. Previous groups have pitched Viking Therapeutics, a small-cap whose flagship drug seeks to cure Fatty Liver Disease, and Veeva, a large-cap logistics company that streamlines the clinical trial data collection process for pharmaceutical companies.
UP Fund members receive comprehensive, multi-week training in valuation, sourcing, pitching, and more. Our trainings are led by our head of investment and alumni members with real-world experience in investment banking, venture capital, private equity, endowment management, and management consulting.
UP Fund members receive career development resources including:
Free, on-campus professional headshots
Biweekly career development newsletter with 20+ career opportunities
Access to exclusive recruitment meetings and networking events
Career coffee chats with UP Fund alumni
Interview workshops & case workshops