How the Fund Works
Three things will govern every dollar we deploy.
Funded entirely through donations from alumni, faculty, university partners, and outside supporters — real capital, not simulated, held in preparation for launch. A parallel paper trading fund is coming soon for analysts to start building a track record now.
A broad equity mandate will be where our real, donor-funded capital lives once the fund launches. Global macro, relative value arbitrage, and event-driven approaches are active research initiatives running alongside it — see how each one works below.
Equity Research Analysts cover assigned sectors and pitch ideas. An Investment Committee reviews and votes on each thesis before capital is deployed.
Investment Strategies
Three lenses on the market.
Fundamental equity research is where our real, donor-funded capital will be deployed once the fund launches. Global macro, relative value arbitrage, and event-driven strategies are active areas of analyst research and strategy development, run alongside it — built with the same discipline before any of them would carry live capital.
Fundamental Equity Research
Our primary, capital-deployed strategy. Analysts build bottom-up theses across sectors and market caps, grounded in financial statements, competitive position, and long-term growth prospects.
Global Macro
We study interest rates, currency movements, monetary policy, and geopolitical developments to understand how they shape asset prices across markets — research that informs our equity positioning today, with a dedicated macro book as a long-term goal.
Relative Value Arbitrage
A systematic, model-driven approach that looks for pricing relationships between related securities and tests for reversion when those relationships diverge — built and back-tested using the same AI and data tools described in AI & Research.
Event-Driven
We study how mergers, earnings, spin-offs, and other corporate events move prices around a specific catalyst and timeline — a research discipline distinct from long-term fundamental theses, built out ahead of any live capital being tied to it.