Who We Are

The Investment Group is an individual subset of UWFA that manages two portfolios: D.A. Davidson and Husky Traders. Members of the Investment Group pitch their chosen stocks, which are then voted on by members of the Investment Committee. The pitches are published in the quarterly investor letter - check them out below to learn more about how these decisions are made!

 

Applications to the Investment Group are only open to UWFA members and are a separate process from general membership.

Applications Closed

What We Do

Split Into Sector Coverage Groups

Each coverage group is led by a Sector Leader.
 

Sectors currently being covered are TMT, CD, Energy, and Industrials.

Research the
Market

Members conduct market research to identify sub-industry verticals and companies poised to outperform their competitors.

 

 

Pick the Best Companies

Analysts write a one-page stock pitch.

 

Senior analysts pitch a stock to the Investment Committee for consideration for the Husky Traders portfolio.

Pitch Your Stock to UWFA

Each sector group pitches their stock to the entire UWFA at the end of the quarter.

The Investment Committee votes to potentially add them to the D.A. Davidson portfolio.

UWFA EXCLUSIVE PROGRAM

Junior Analyst Training

Every quarter, our incoming junior analysts go through a formal training program. This program covers the six topics listed below and is similar to summer analyst trainings at investment banks.

Part I

Accounting Fundamentals, Income Statement and Earnings Analysis

 

Part II

Cash Flow Statement Analysis

Part III

Valuation Fundamentals and Comparable Company Analysis

Part IV

Discounted Cash Flow Analysis

Part V

Three Statement Modeling & Scenarios

Part VI

Equity Value to Enterprise Value Bridge

Applying to the IG

1

Apply Online

  • Open to only paid UWFA members

  • Must have completed ACCTG 215 to apply

  • Submit resume, unofficial transcript, and brief application

2

Live Interview

  • Expect mostly behavioral questions with some brain teasers and market-related questions

  • Emphasis on passion and buy-in as opposed to technical knowledge

3

Start Junior
Analyst Training

  • Complete Bloomberg Market Concepts course prior to kickoff meeting

  • Complete 9-week  training curriculum

  • Pitch a stock individually at the end of the quarter

  • If completed successfully, junior analysts will be invited back to be analysts the following quarter

Our Portfolios

UWFA invests in the stock market through two real-money portfolios: D.A. Davidson and Husky Traders.

D.A. Davidson is a fixed $50,000 competition portfolio through which UWFA represents the University of Washington against 20+ other colleges to compete for the best annual returns, sponsored by the wealth management company of its namesake. 

Husky Traders is an ever-growing portfolio created from alumni, student, and outside donor contributions. With the Investment Group having 501(c)(3) status, Husky Traders aims to fund scholarships for exceptional UWFA members who have demonstrated initiative in the organization.

Investor Letters

Fall 2021
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2021 has been a monumental year for the Investment Group with obtaining 501(c)(3) status and opening the Husky Trader portfolio. This letter contains a statement from the Director of the Investment Group, four pitches and their decisions, and the current standings of both the D.A Davidson and Husky Traders portfolios.

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Fall 2020

Read about the Investment Committee's statement on how the pandemic has affected the stock market, two stock pitches and their respective decisions, and the current portfolio.

2019/2020
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This past year, UWFA went through tremendous growth of almost 900%. This letter contains all the team did to achieve and balance this. It also focuses on all the new ways UWFA has expanded to provide a more holistic finance experience for its members.