The Atkins Investment Group is a completely student-managed investment fund at the University of New Hampshire’s Paul College of Business & Economics, overseeing approximately $210,000 in long-equity and Fixed Income positions.

The group, which is open to all majors and concentrations, is comprised of forty-one students ranging from sophomores to seniors that are responsible for making all investment decisions.  Student members are provided with a unique opportunity to learn about active investing and portfolio management.

 

Group Objectives

Platform

  • To provide a forum for discussion and debate on various topics
  • To enhance research and presentation skills

Experience

  • To provide practical investment and portfolio management experience

Knowledge

  • To enhance knowledge and awareness of various investment issues5

Network

  • To network with finance professionals

Performance

  • To outperform the S&P 500 benchmark through attractive risk-adjusted returns

Investment Strategy

  • Top-down strategy to determine portfolio positioning combined with fundamental, bottom-up analysis to identify undervalued investment opportunities

Group Values

Experiential Learning

  • Provide leadership opportunities for students in all class standings and tenure
  • To allow for additional experiences that enhance skills that are not attained through investment pitches

Alumni and Guest Speaker Engagement

  • Guest speaker engagements allow students to explore career opportunities
  • Alumni mentor-ships allows opportunities to build relationships and gain career insight

Quality of Placement

  • Develop relationships with firms and increase awareness of the group
  • Assist students in finding a firm and career path that best suits their interests and allows them to utilize their strengths

Investment Criteria

  • US-listed companies with market capitalization equal to or greater than $500,000,000
  • U.S. Listed ETF's

Learn more about the fund and how we analyze and review our securities. Also check out an example presentation!

THE FUND

UNH, Peter T Paul College of Business and Economics, Location: Durham NH, Architect: Goody Clancy Associates
To Visit the Paul College Website Click Here