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.
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.
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.
Accounting Fundamentals, Income Statement and Earnings Analysis
Cash Flow Statement Analysis
Valuation Fundamentals and Comparable Company Analysis
Discounted Cash Flow Analysis
Three Statement Modeling & Scenarios
Equity Value to Enterprise Value Bridge
Applying to the IG
Open to only paid UWFA members
Must have completed ACCTG 215 to apply
Submit resume, unofficial transcript, and brief application
Expect mostly behavioral questions with some brain teasers and market-related questions
Emphasis on passion and buy-in as opposed to technical knowledge
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
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.
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.
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.
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.