Made up of 22 long positions in small & mid-cap US equities, our portfolio represents the Portfolio Manager's convictions surrounding undervalued companies with long-term growth potential. Investment ideas are sourced from our Analysts, who generate two in-depth pitches every semester.

 

At the start of each semester, our Analysts publish Sector Update reports that support recommendations surrounding the positions held within their sector. The Portfolio Manager generally enters and exits positions after a Sector Updates cycle, and following each round of pitches.