Founded in 2012, The University of St Andrews Investment Society is the largest student-run investment fund on-campus. We are open to all students, regardless of previous experience or degree path.

OUR MISSION

The University of St Andrews Investment Society is a student-run investment club. Collectively, we manage an $22,000 long-only, equity fund (the “Fund”) with an annual philanthropic distribution mandate. Our mission is to execute on our constitutional aims of Education, Accessibility, and Inclusion. We provide students across all of St Andrew's academic disciplines access to practical financial skills through a variety of internal educational opportunities and external events with industry professionals.

The objective of the Fund is to provide members with a hands-on learning experience in investing and managing a real-money portfolio. We aim to adhere to our constitutional aims by providing members with the necessary resources, skills, and experiences to actively contribute to our bi-annual stock pitches.

 

STRUCTURE

Our Fund Management Team oversees our five Sector Coverage Teams across Consumer Goods & Services, Technology, Media & Telecommunications, Financial & Professional Services, Industrials & Natural Resources, Health Care & Pharmaceuticals. Each sector is comprised of Sector Heads, Assistant Sector Heads, and Analysts who are responsible for producing two stock pitches over the course of the year.

Our Fund Management Team provides all the requisite resources, educational material, and experiences for the Sector Coverage Teams to successfully employ the fundamental analysis techniques widely used in the Financial Services Industry. Educational talks and networking events supplement the weekly meetings of Sector Teams with stock pitches and research reports presented at the end of each semester.

 

INVESTMENT PHILOSOPHY

As a top-down, fundamental investor, The University of St Andrews Investment Society views thoughtful research and rigorous analysis as the core tenants of our investment approach. We aim to identify superior companies trading at attractive valuations, holding a diverse portfolio of companies that are buoyed by positive global headwinds and leaders in their respective industries. Our broad sector coverage and long-term investment horizon allow us to benefit from emerging global trends and take advantage of market dislocations where share prices deviate from intrinsic value. Our portfolio consists of public securities with a focus on mid and large-cap equities.

 

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