UCLAM Investment Fund
An exclusive opportunity for our members to gain hands-on experience with investing
Our process
Each week, a team provides an overview of significant market events that occurred in the past week and preview of what’s to come ahead. We discuss key macro indicators, earning releases, and more. We discuss implications of these events and investigate investment opportunities that might arise.
Idea Generation
Based on our top-down views on the market, we conduct bottom-up research to find investment opportunities that have sound fundamental moats, financials, and business models. We seek multiple data points from consensus estimates, industry competitors, and alternative metrics to form our differentiated view. We also speak to companies directly to sharpen our theses and gain conviction on our ideas.
Quantitative & Qualitative Analysis
After teams consolidate and present their analysis to other analysts and committee members, investments can be approved to enter the portfolio. All investments follow strict rules concerning sector diversification and limits on maximum portfolio exposure to maintain risk management best practices.i
Portfolio Construction & Risk Management
Our work
Below is one of the pitches we created. Please feel free to take a look through