Fund Objective

The fund is designed to give students experience in equity research and portfolio management. We have two main objectives: to educate students to be proficient in asset valuation, asset allocation and understand investment concepts and to add value to the university’s endowment.

Operations at a Glance

Top-Down Research

We conduct top-down research and focus on not only economic trends, but also industry drivers and company catalysts.

Multiple Pricing Model

Using state-of-the-art equity price models, we evaluate securities from both Discounted Cash Flow and price multiple aspects. We are hunting for undervalued stocks in the market.

Decision-making Process

The decision-making process starts when analysts research and recommend stocks. All analysts discuss and fund managers vote, with the chief risk officer playing a crucial role. 

Portfolio: Sector Weights

Portfolio weights for 360 Huntington Fund in 2018