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Who We Are

The Investment Group is an individual subset of UWFA that manages two portfolios: D.A. Davidson and Husky Traders. Every quarter, members of the Investment Group conduct thorough research into pre-identified sectors to find stocks they believe will outperform our current portfolio holdings. Members then craft investment pitches which are voted on by the Investment Committee. These 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.

What We Do

Split Into Sector Coverage Groups

Each coverage group is led by a Sector Leader. Sectors currently being covered are TMT, CD, Financials, and Industrials.

Research the
Market

Members will become familiar with their sector; read up on market outlook reports, analyst projections, analyze key drivers, right-to-win, etc.

 

 

Pick the Best Companies

Each analyst constructs two one-pagers complete with a comps set and DCF on the companies they believe best positioned to dominate its market.

Pitch Your Stock to UWFA

Each sector group pitches their stock to the entire UWFA general membership during the week 8 Tuesday meeting.

UWFA EXCLUSIVE PROGRAM

Junior Analyst Training

Every quarter, our incoming junior analysts go through a formal training program covering the six topics listed below. Members will learn financial modeling, valuation methodologies, and Excel proficiency.

Part I

Investing Fundamentals, Crafting Investment Pitches

 

Part II

Accounting Fundamentals, Financial Statement Analysis

Part III

Valuation Fundamentals & Methodology

Part IV

Discounted Cash Flow Analysis,

Public Comps

Part V

Three Statement Modeling & Sensitivity Analysis

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

  • FIN 350 completion is encouraged

  • Submit resume, unofficial transcript, and brief application

2

Interview in Person

  • If selected, we will reach out for your availability.

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

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

3

Become a Junior Analyst

  • If accepted, you will enter the Junior Analyst training program

  • Complete Bloomberg Market Concepts course prior to kickoff meeting

  • Complete 9-week  JAT training curriculum

  • Pitch a stock individually at the end of the quarter

  • The IG "Internship" - Top performers will receive offers to join the group as Analysts

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 2022
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This year has been a critical year in terms of navigating the post-pandemic market. Learn more about what the Director of the Investment Group states, the Q4 2022 Performance Review, the D.A. Davidson Performance Breakdown, and the quarter's pitches. 

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Fall 2021

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.

Fall 2020
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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.

Past Pitches

Take a look at representative past pitches for the D.A. Davidson portfolio.

Stem - Spring 2022
Eli Lilly - Fall 2021
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