
Prospective Members
GWF's Strategy

GWF's Strategy
GWF aims to capitalize on undervalued securities that are expected to growth in the future, with a long-only intended position. The selection process targets investments with derived valuation below its peer groups. These pitched have concrete rationale to outperform the market due to identifiable catalysts, driving the valuation to the company's fair value. The fund is benchmarked against the S&P 500 Index and is aimed to maintain a weight of +/- 15% in each sector.
Involvement Opportunities
GWF is designed to provide the most intellectually curious students with an invigorating investment research and valuation experience. Managers gain value in being placed on a team with one Associate to collaborate and build a sophisticated investment pitch. Proposals are formulated with the intent to add the proposed investment to the portfolio.
Green and White Fund applications are open! To apply, you must be a paid SIA member. There are two parts to the application process:
-
Google Form / Resume Submission
-
Case Study (Optional)
The Google Form and resume submission will serve as the main application. The case study is completely optional.
Please submit the Google Form and email your resume to msusia0@gmail.com by Thursday, 1/29 at 11:59 PM ET for your application to be considered. If you choose to complete the optional case study, it is due at the same time.
Applications will be reviewed by the Executive Board, and a select number of applicants will be invited to interview.
.png)