Who We Are
The Investment Group is an individual subset of UWFA that manages our $50,000 real-money portfolio. Members of the UWFA 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.
Currently covering TMT and C&R sectors
Identify subindustry verticals poised to outperform
Publish market outlook report
Pick the Best Companies
Each analyst constructs a one-page pitch on the company they believe best positioned to dominate its vertical
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. 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
Only open to UWFA members
Must have completed ACCTG 215 to apply
Submit Resume & Unofficial Transcript
Fill out Brief Written Response Questionnaire
Applications have closed, please check again next year
If Selected, we will reach out to you for your availability
The executive team will conduct live interviews
Expect mostly behavioral, with some brain teasers and market-related questions
Emphasis on passion and buy-in as opposed to technical knowledge
If Accepted, you will enter the Junior Analyst training program
Complete Bloomberg Market Concepts course prior to kickoff meeting.
Complete 6-week training curriculum
Pitch a stock at the end of the quarter
UWFA invests in the stock market through two real-money portfolios: 'DA Davidson' and 'Husky Traders.'
'DA Davidson' is a fixed $50K 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 funded by students, alumni, and outside investors.
The two portfolios have mirror strategies: Long US Equity.
The newest addition of UWFA Investment Group’s 2021 Investor letter includes the proposed investments for DA Davidson’s Portfolio. As well as fall stock pitches and our current portfolio.
University of Washington Finance Association Investment Group's Fall 2020 Investor Letter. This includes a statement from the Investment Committee, our fall stock pitches, and our 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 wholistic finance experience for its members.