A student-led investment fund at the University of Technology Sydney, managing real capital across ASX-listed equities and global markets — bridging academic theory with institutional-grade practice.
In partnership with UTS Business School, we provide students with the rare opportunity to manage a real investment portfolio — developing the analytical rigour and market intuition required for careers in finance.
Our analysts produce institutional-quality equity research covering ASX-listed and international securities, applying rigorous fundamental analysis frameworks.
Gain real-world experience managing a diversified portfolio across Australian equities, international markets, fixed income, and alternative asset classes.
Members develop skills in financial modelling, valuation, portfolio management, and professional presentation — skills sought by top-tier employers.
Connect with alumni and industry professionals across investment banking, asset management, private equity, and corporate advisory in Sydney and beyond.
We maintain a disciplined, diversified portfolio aligned with our investment mandate and risk management framework.
Our investment process follows a structured, multi-layered framework — from macroeconomic analysis through to individual security selection.
We assess global and Australian macroeconomic conditions — GDP growth, RBA monetary policy, commodity cycles, and currency dynamics — to establish our strategic asset allocation.
Analysts evaluate sector-level trends, competitive dynamics, and thematic tailwinds across ASX and global indices to identify the most compelling opportunities.
Individual securities are evaluated on business quality, competitive moat, management capability, and earnings growth potential with a focus on long-term value creation.
We employ discounted cash flow models, comparable company analysis, and precedent transactions to determine intrinsic value and establish price targets.
Our executive committee is elected annually by members and is responsible for all investment decisions, fund operations, and member development.
Oversees all fund operations, chairs the investment committee, and is ultimately accountable for portfolio performance and strategic direction.
Leads the research division, coordinates sector coverage teams, and ensures all investment theses meet rigorous analytical standards.
Manages trade execution, monitors market conditions, and implements portfolio rebalancing in line with the investment committee's decisions.
Monitors portfolio risk metrics, ensures adherence to the investment mandate, and conducts stress-testing and scenario analysis.
Drives recruitment, manages stakeholder communications, oversees branding, and coordinates events and industry engagement.
We recruit new analysts every semester. Applications are open to all UTS Business School students — no prior finance experience required, just curiosity and commitment.
Attend our on-campus information session to learn about the fund, meet current members, and ask questions.
Submit your application outlining your interest in finance, relevant experience, and motivation for joining.
Present a concise investment pitch on an ASX-listed or international equity to demonstrate your analytical thinking.
Meet with the executive committee for a behavioural and technical interview assessing your fit and potential.
Successful candidates receive offers and are onboarded with training sessions, mentoring, and sector team assignment.
Leave your details and we'll notify you when applications open for the upcoming semester.