About Us
History & Mission
As a group of over 50 active undergraduate members, we manage a fundamental value-focused equity portfolio, gifted to us by Greg Wendt (A.B. '83).
Our mission is to provide an authentic value investing experience through the practical application of valuation methodologies and active portfolio management. While TBC provides a stellar foundation for a career in investing or other branches of finance, it is not just a pre-professional organization; the club, comprised of curious, driven investors, is a place of continued learning. We create these development opportunities through industry presentations, stock pitch competitions, mentorship programs, and events with alumni and employers.
Organization
Analysts are placed into one of seven sectors—Consumers; Financials; Healthcare; Industrials; Natural Resources (NR); Tech, Media, and Telecomm (TMT); and the Portfolio Management Group (PMG).
Every quarter, these small groups, each guided and mentored by a Sector Leader, collaborate to source, research, and model investment ideas within their coverage areas and present a pitch to the Investment Committee. The Executive Board manages clubwide operations with a focus on developing additional learning opportunities beyond core sector work.
Process
Admission to the club is competitive. We look for highly motivated underclassmen who exhibit both intellectual passion and strong business intuition. That said, we do not expect or favor any prior knowledge of or exposure to finance.
Applicants who are selected to join New Member Education, our one-quarter structured curriculum, are taught valuation and investing fundamentals through lectures and discussion groups led by our leadership members. Upon evaluation, select new members are invited to join the club as analysts, who are then placed into sectors.