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About
Founded in 2016, West Chester University Investment Group (WCUIG) is a student-managed investment fund that provides hands-on experience in equity research and portfolio management. Members oversee the "Golden Ram Fund", an equity-only fund within the West Chester University Endowment totaling ~$100,000 AUM, while utilizing professional tools such as the Bloomberg Terminal. Through research, collaboration, and stock pitches, students gain practical investment knowledge and develop essential skills in analysis, teamwork, and public speaking. WCUIG is one of West Chester University’s premier business organizations, enhancing student outcomes during school and preparing members for success after graduation.
Investment Thesis
West Chester University Investment Group seeks to outperform the S&P 500 Index as our primary benchmark, along with sector-specific benchmarks for more detailed comparisons. We focus on identifying undervalued companies with strong financials, durable competitive advantages, and long-term growth potential. Members conduct in-depth research, deliver stock pitches, and vote on investment decisions, with approval requiring at least a 60% approval vote.
What We Do
WCUIG offers several opportunities for students to learn about equity research and portfolio management:
Educate
Train students to analyze stocks within their sector and find emerging trends in economy.
Mentor students to develop personally and professionally for their future careers.
Research
Perform weekly research on sectors and economy.
Provide updates on current holdings & investment ideas.
Invest
Pitch & vote on stocks to buy/sell in our portfolio.
Learn about risk management, portfolio optimization, and asset allocation.
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