The Alumni Fund was created through a number of generous direct contributions from both UOIG and other University of Oregon alumni. Active trading began on October 1st, 2015 with an eye towards a target of 20 – 25 holdings when the fund is fully invested. Alumni Fund proceeds will be used to fund not only Group operations, but also to expand Alumni outreach events.
The Alumni Fund focuses on small cap securities from within the Russell 2000 (index of companies with the 1,001st – 3,000th largest market capitalizations). From this small cap universe the Group seeks to purchase undervalued securities using fundamental analysis. Capital that is not allocated to individual securities is invested in an ETF that tracks our benchmark, the Russell 2000 Total Return.