Northeastern University Student Value Fund consists of a student run portfolio that employs a long only value investment strategy in U.S mid to large cap equities.
With $170,000 in assets under management, we strive to create an environment that fosters both personal and professional development, provides opportunities to establish a comprehensive knowledge of the overall financial industry, and ultimately, produces well-rounded individuals equipped with the tools to add value in today's competitive society.
The fund seeks to outperform its benchmark, the Russell 3000 Index, primarily through stock selection alpha. This will be achieved by investing in equity securities trading meaningfully below their intrinsic value. SVF will analyze potential investments through a fundamental valuation process including a discounted cash flow analysis, comparables analysis, and valuation analysis.
SVF aims to buy and hold these investments until they reach their intrinsic value, regardless of the time horizon. The fund's agnostic approach to holding periods will help minimize portfolio turnover and reduce portfolio expenses. The fund will be constructed with a bottom-up basis strategy consisting of approximately 15 equity investments across various sectors, market caps, and styles with the U.S. market in order to minimize idiosyncratic risk.
I've been investing full time for over 15 years. I use a proprietary model based on a modified Graham, DCF & PE analysis. Results can be viewed at our website (address below). As a result of past investment decisions I was able to turn my attention to full time investing & research which has always been my passion. This site & website below are the best forums to share ideas and research. I've also developed several financial analysis templates detailed on the IIEX website available to site supporters. I am not in the brokerage/finance industry & am not a professional at finance or any related field. I have a degree in engineering although I spent most of my career in management & very little doing engineering calculations. Website: http://www.iiex.club/
Born in Spain, where I lived before moving first to Paris and then to Belgium, where I am currently based, I am a young investor who wants to learn from better and more experienced investors and to earn a decent rate of return on my investments over my entire lifetime.
Follower of the Graham & Dodd investing philosophy, I admire investors such as Warren Buffett, Charlie Munger, Walter J. Schloss, P. Fisher or Peter Lynch. I also learn from other academics such as Bruce Greenwald or Michael Porter.
I try to look for undervalued securities and to buy them when a big enough margin of safety exists. I try to hold them as long as possible, forever being my ideal holding period, as Buffett would say. I don't care about charts, resistances or price averages. I don't care about macroeconomic data. I do care about company fundamentals. I do care about balance sheet valuation. I do care about competitive advantages and earnings power.
Just like everyone else, I like to earn money. But above all I hate losing it.