Investment Philosophy & Strategy

The Auburn Student Investment Fund's approach to risk management and highly-selective adoption process has established a portfolio allocated into 20 single equities, along with alternatives and fixed income investments.

Beyond our primary goal of student education, the Fund secondarily aims to achieve superior returns against the Russell 1000 Value Index benchmark and to maximize returns on invested capital. When selecting positions, the Fund looks to purchase exceptional investments with manageable risk. Thus, pitch criteria include finding investments that contain exposure to large and growing markets, a competitive edge against comparables, sustainable profitability, a strong balance sheet, and attractive cash flow generation.

The Fund is value-oriented, as it looks to purchase undervalued investments that demonstrate potential for steady appreciation and resilience in various market conditions.