360 Huntington Fund

Your first step is to apply. Your application will be reviewed by the Fund's faculty director and the student managing director. Once selected, your academic advisor will enroll you in the class. 

Each commitment lasts for one academic term in the spring, fall, or summer. Participation is based on the semester, with credit earned for analyst, manager, and senior management roles. Auditors will not earn credit.

Yes, you need to re-apply for each additional semester, completing the same application.

You must take the class as a registered student for at least one credit before non-credit participation would be approved. Review the list of programs that offer credit for Fund participation.

Non-credit participation, or auditing, is not available for first-time participants. As a non-credit club member, you can attend meetings, ask questions, and learn all about managing investments. To be eligible to audit in the future, you must register and pass the analyst class with at least a B grade.

If your program allows, you can earn up to one credit per semester, up to three times. If you're enrolled in the class for credit, you'll be responsible for at least one stock pitch per semester. Review the list of programs that offer credit for Fund participation.

You'll learn to analyze company finances and write original research reports on potential investments. You'll gain experience using financial tools like Bloomberg Terminal, presenting investment recommendations to your peers, engaging in lively debates, and making decisions with real-world implications.

Topics covered include financial analysis, research report writing, stock pitching, and portfolio management. You'll also learn about risk management, making real-world investment decisions, and handling sector weightings.

Yes, you'll use Bloomberg Terminal to prepare stock pitches and write original research reports. Completion of Bloomberg certifications, including Bloomberg Market Concepts (BMC) and Bloomberg Environmental, Social, & Governance (ESG) certifications, is encouraged. Both certifications are free for the Northeastern University community.

The fund invests exclusively in US public equities with a new focus on small, mid, and micro market caps. The strategy is long-only, with a 6-month or longer investment horizon, and a share price floor of $5. 

Managing the 360 Huntington Fund is a team effort. You can start as an analyst and work your way up or apply directly for a high-level role, if desired. View a list of student opportunities and responsibilities.

Prior experience with stock management is not required for the analyst role. You'll gain practical investment experience and develop key analytical and research skills, with the potential to advance to a management role in future semesters, if desired.

To apply for a management position, you must have completed a registered semester as an analyst with at least a B grade. Management positions are filled through an application process overseen by the Fund's faculty director and student managing director. Once selected, your academic advisor will enroll you in the class.

Participants often network with industry professionals who serve as advisors to the fund and receive mentorship from faculty and experienced members of the Fund. If you're new to the Fund, you'll be paired with an experienced student mentor.