What we aim
To primarily train the students in the research and study of various company data in order to evaluate its intrinsic value. To achieve a portfolio return of 5%.
What we do
We manage a portfolio of investments using fundamental analysis while enlisting and training students in the art of value investing and the application of fundamental analysis.
What is fundamental analysis
Fundamental analysis is an analysis methodology of evaluating an asset to measure its intrinsic value, by examining related economic, financial and other qualitative and quantitative factors.
How we work
1. PICK A STOCK
Every week, a Senior Analyst will select a company to be researched on by respective subgroup. A subgroup consists of 4 analysts with a mix of both Senior and Junior Analysts.
2.RESEARCH AND GATHER DATA
All members of the subgroup will conduct research independently. Senior Analyst will assist Junior Analyst in evaluating financial ratios and qualitative analysis.
3.DISCUSS WITHIN SUBGROUPS
By the end of the week, the Senior Analyst will set a meeting (virtual/physical) for subgroup to discuss findings.
4. THE VERDICT
This is the most interesting part where subgroup will make a decision of whether to buy the stock researched. A final verdict is formed by mutual agreement of all analysts.
5.PITCHING & FEEDBACK
By Wednesday of the following week, the Senior Analyst will pitch the stock researched on to Head of Investing. The entire weekly discussion will be closely monitored by Investing Associate and feedback will be given.