Yifei Zhao's Contact Details

Yifei Zhao's Company Details

BU Finance & Investment Club Student Managed Investment Fund

, N/A, US • 100 - 249 Employees
Financial Services

The Boston University Small-to-Mid Cap Investment Fund ("the Fund") is a student-run $600,000+ equity portfolio designed to provide students with hands-on equity analysis and portfolio management experience. The portfolio is an absorbed part of the Boston University Undergraduate Finance & Investment Club and serves as an experiential and practical application of the Club's curriculum as well as the broader undergraduate finance program at the Questrom School of Business.The Fund's investment philosophy focuses on the pursuit of investment opportunities in the Small-to-Mid Cap equity market. We define our initial investment universe as domestic equities with market capitalization(s) between $250 million and $5 billion.The research approach is primarily targeted for bottom-up security selection although members are first taught industry analysis before employing the club's focus on fundamental security selection. The Fund employs fundamental trend analysis, trading multiple valuation, discounted cash flow valuation and risk management techniques through beta-targeting to pursue investment opportunities.We encourage all interested members to visit our website at www.bufcinvest.com to learn more about how to get involved.