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.
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.
Investing Fundamentals, Crafting Investment Pitches
Accounting Fundamentals, Financial Statement Analysis
Valuation Fundamentals & Methodology
Discounted Cash Flow Analysis,
Three Statement Modeling & Sensitivity Analysis
Equity Value to Enterprise Value Bridge
Applying to the IG
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
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
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
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.
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.
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.