Iowa State University Investment Group

About Iowa State University Investment Group

The Iowa State University Investment Group is a professional student organization that is designed to provide a unique experience to both the graduate and undergraduate student. We provide an outlet for students to bridge the gap between academic theory and real-world application. We are a student operated equity fund with over $250,000 AUM. With over 40 stocks spread across 7 sectors of the market, we work to diversify our non-systematic exposure. Using due diligence, we deploy a strategy of long-term value investing in order to purchase equities at a discount to capitalize on market conditions. Investment Group is divided into seven subsectors: Consumer, Energy, Financials, Healthcare, Industrials, Technology, and Small-Cap. We utilize a research-driven, fundamental value-investing approach in our portfolio. We believe that we are able to achieve substantial, risk-adjusted returns through acquiring equities when they, in our opinion, trade at a discount to the present value of their future cash flows. We are able to uncover opportunities by employing a rigorous top-down investment process. We can act on information quickly and accurately through the nature of our fund’s organization structure. There are multiple analysts covering each sector of the economy who report to their sector leader. Each sector leader has an open dialogue with our macro-economic team, which also manages our portfolio's capital allocation. When an opportunity in the market presents itself, we are able to employ 40+ individuals to due diligence. These strategies have led us to achieve returns in line or better than the S&P 500 since we began investing in 2009. For a detailed summary of our holdings, visit the Google Spreadsheet listed below.

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