The Growth Fund at our investment club is dedicated to investing in companies with high growth potential. We seek out companies that are poised for rapid expansion and have demonstrated strong earnings growth. Our investment strategy involves identifying innovative companies in growing industries and holding onto these investments for the long term to capitalize on their growth trajectory.

The Value Fund at our investment club focuses on investing in undervalued stocks that have the potential for long-term growth. Our approach is based on fundamental analysis, seeking companies with strong financials, stable earnings, and a history of solid performance. We believe that by investing in these undervalued assets, we can capture the intrinsic value of these companies and benefit from their growth over time.

The Macro Fund at our investment club focuses on fixed income securities, such as bonds, treasury bills, and other debt instruments. Our strategy is based on macroeconomic analysis, where we assess factors such as interest rates, inflation, and economic indicators to make informed investment decisions. By focusing on fixed income securities, we aim to generate steady income and preserve capital for our portfolio.

• Perform investment research under advisory of a Junior Manager and contribute to delivery of weekly investment memos

• Conduct market updates under the advisory of a Junior Manager

• Conduct market research and asset analysis, reporting to a portfolio manager

• Oversee creation of weekly investment memos to deliver to the Investment Committee

• Synthesize and conduct market overview and risk premium analysis

• Present investment opportunities to the Investment Committee

• Manage and oversee a team of Junior Managers and Analysts

• Maintain transparent portfolio management techniques via Bloomberg Terminal

• Responsible for portfolio compliance with investment guidelines mandates

• Conduct perpetual risk analysis of the portfolio and maintain risk targets

• Responsible for executing investment decisions made by the investment committee

• Reporting to the fund in writing as soon as it becomes aware of any violations of the Investment Guidelines

• Manage a small team of two or three analysts as the Risk Management team under CIO

• Managing relationships with career office and alumni

• Organizing networking events

• Managing workshops and educational initiatives

• Aid in members’ pre-professional track

• Managing the marketing of the OFC events

• Managing the outreach social media and the Club’s website content

• Execute and uphold execute the Club Charter

• In charge of Treasury responsibilities

• Managing relationships with the advisor, investment office, student leadership office, and other student organizations.

• Strategizing and directing the club’s trajectories

• Organize Investment Committee meetings and creating agenda for the meeting

• Lead executive meetings, general meetings, investment committee meetings, events

• Advisory role, aid the investment committee in decision making through the provision of advice

• Members of the Leadership Committee: Chair of the Board, all Board members (both voting and non-voting), CEO, CDO, and CIO.

• Make policies around club operations

• Recommends speakers to be invited by the CDO

• Recommends networking opportunities for club members

• Discuss and confirm public club events and meetings

• Members of the Investment Committee: Faculty Advisor, Chair of the Board, two additional Board members, CEO, CIO, and the PMs

• All members of the Investment Committee maintain the right to 1 vote per investment memo

• Evaluate and advise proposed trades of Portfolio Managers

• Vote on the trades proposed by the Portfolio Managers (Faculty Advisor will serve in an advisory role, not as a voting member), which, if passed, are to be recommended to the Oberlin Investment Office by the CIO on behalf of the Investment Committee

• Produce formal reports detailing the risk management, risk premium of the portfolio, portfolio strategies, and changes on a bi-weekly basis