About

The Fund is a student run investment portfolio financed by Drew Alumni that attempts to bridge the gap between Madison Ave and Wall Street. We have over 35 active members across 10 sectors: Financials & Industrials, Consumer Staples & Discretionary, Healthcare & Telecommunications, Technology & Materials, and Energy & Utilities. The Fund prides itself as an organization that allows students from majors from chemistry and computer science to business and economics to leverage their skills from their classes and experiences with real capital in real markets.

Our Mission

The Fund aims to provide mentorship in the development of leadership, public speaking, and financial analysis skills for all members. Through a flat hierarchy, a collaborative culture, and a diverse set of experiences, our members grow together in their understanding complex topics across our coverage sectors. Our alumni have gone on to work in all aspects of finance across Wall Street from investment banking and corporate finance, to operations and technology. We continue to draw on our alumni to return to the Fund to offer their experience navigating their career, and their views on markets.

Our Process

The Fund is managed by a student management committee responsible for all investment and policy decisions made on behalf of the Fund. Investment decisions are made through a formal voting process. The voting body is composed of the Chief Investment Officer, Head of Research, and five Senior Analysts each responsible for two of our ten sectors covered. Also on the board is the Head of External Affairs & Communications, responsible for coordinating meetings, marketing, and recruiting efforts. The Chief Technology Officer is responsible for maintaining the Fund’s website, as well as it’s archive of models, research materials, and pitches.

Analysts are assigned companies to cover within their sector to discover potential growth opportunities for the Fund, or to evaluate existing positions in our portfolio. Senior Analysts, leveraging their skills from class and internship experiences, aid in developing their Junior Analysts’ skills in fundamental financial analysis from comparing basic financial ratios and charts, to advanced financial comparisons and valuation methods. From here, promising opportunities may be reviewed by the management committee to be pitched as a potential addition to the portfolio.

You can read the The Fund’s Investment Policy Statement in it’s entirety here: Investment Policy Statement