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Founding Year

2016

AUM

~$90k

YoY Return

15.85%

Investments

The Investment Team members of the UP Fund learn how to think about investment, valuation, and overall portfolio management, creating a portfolio that has outperformed the market every year since the UP Fund's inception. The Portfolio Management Team manages this investment portfolio to generate returns to provide grants to local nonprofits. 

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Rachel Dai

Co-Head, Investments

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Major: Computer Science & Economics

Residential College: Pierson

Hometown: Tucson, AZ

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Vitor Camargo


Co-Head, Investments

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Major: Economics & Mathematics

Residential College: Pierson

Hometown: São Paulo, Brazil

Sector Teams

TMT

The TMT is a specific industry grouping that includes companies involved in telecommunications services, media and entertainment, and technology-related businesses. This sector encompasses a wide range of companies involved in telecommunications infrastructure, mobile and internet services, broadcasting, cable and satellite television, digital media, software development, hardware manufacturing, information technology services, and more.

Industrials

The industrials sector of investment encompasses a diverse range of companies involved in manufacturing, engineering, construction, transportation, and other industrial activities. This sector includes companies that produce machinery, equipment, aerospace and defense products, electrical goods, and industrial materials. Additionally, it encompasses companies involved in infrastructure development, logistics, and transportation services. The industrials sector plays a critical role in driving economic growth and development, as it contributes to the construction of infrastructure, manufacturing of goods, and facilitation of trade and transportation.

Small Cap

The small-cap sector of investments covers companies with a market capitalization of around $10 billion or less. Small-cap companies typically have a lower market capitalization compared to mid-cap and large-cap companies. Small-cap companies often have greater growth potential compared to larger companies, as they have more room for expansion and innovation. They may also be more nimble and able to react quickly to market changes. However, small-cap companies can also be more volatile and less financially stable compared to their larger counterparts. They may face challenges in accessing capital, have limited resources for research and development, and be more susceptible to economic downturns.

Consumers

The consumers area of investing refers to the sector that focuses on companies involved in producing and distributing consumer goods and services. This sector includes companies across various industries such as retail, apparel, personal care products, food and beverages, household goods, leisure and entertainment, and more. It encompasses businesses that cater to the everyday needs and preferences of consumers. The consumers sector is influenced by factors like changing consumer preferences, demographic shifts, technological advancements, and global economic conditions. It can offer opportunities for growth and stability, as consumer spending is a significant driver of economic activity.

Healthcare

The healthcare sector of investments refers to the industry that focuses on companies involved in providing medical goods, services, and technologies. It encompasses a broad range of subsectors, including pharmaceuticals, biotechnology, healthcare equipment and supplies, healthcare providers, and healthcare services. Investing in the healthcare sector offers exposure to companies that contribute to the research, development, manufacturing, and distribution of pharmaceutical drugs, medical devices, diagnostics, and other healthcare-related products. It also includes healthcare service providers such as hospitals, clinics, managed care organizations, and telemedicine companies.

Portfolio Management Team

The Portfolio Management team is responsible for managing the investment portfolio on behalf of the organization. Their primary objective is to maximize the value and performance of the portfolio while aligning with the organization's investment goals, risk tolerance, and investment strategy. They combine their expertise in finance, investment analysis, risk management, and market knowledge to make informed investment decisions and drive portfolio performance. They play a critical role in managing and optimizing the portfolios to achieve the best possible outcomes for the organization.

Training

The members of the UP Fund undergo extensive and comprehensive training spanning several weeks. Our training program covers various essential areas, including valuation, sourcing, pitching, and more. Led by our head of investment and accomplished alumni members, who possess real-world expertise in investment banking, venture capital, private equity, endowment management, and management consulting, our trainings provide a valuable learning experience.

Career Development

Members of the UP Fund benefit from a range of career development resources, which include:

  • Complimentary professional headshots taken on campus

  • Biweekly newsletter featuring extensive career opportunities

  • Exclusive access to recruitment meetings and networking events

  • Informative career coffee chats with UP Fund alumni

  • Workshops focused on interview skills and case study preparation

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