About Us
We are a collective of ambitious undergraduate students at Baruch College who manage a portfolio of stocks spanning across a variety of sectors
Our History
Our Education Methods
The Investment Management Group's core philosophy is that education is a lifelong pursuit and that without proper education, our members will not be able to realize their full potential.
A majority of a member's education is gained through hands-on experience, exposure to different teams, and self-initiative to explore beyond their knowledge horizon. Nevertheless, to properly equip each member for their role, our Development Team is charged with creating a comprehensive educational program. Headed by the Chief Development Officer, the Development Team holds training seminars, and homework assignments and provides suggested readings and other educational resources that cover a range of topics necessary for the professional success of our members.
At the beginning of every semester, we host educational seminars that highlight an introduction to the financial markets, fundamentals of financial statement analysis, comparative analysis, discounted cash flow analysis, and a primer on equity research. Advanced topics include Event-Driven Investing, Capital Markets, Mergers & Acquisitions, Leveraged Buyouts, and Restructuring. All new members are mandated to attend as it is a part of their core education.
Investment Coverage
Our Philosophy
We work to find companies that will be able to withstand and grow in any market condition. We believe our long-term approach of holding stocks for up to two years will provide us with the time needed for our stock picks to truly thrive. In our approach to investment decision-making, we ask questions at every step of the way. By considering all possibilities of performance, we believe we are optimally positioned for success.
Investment Strategy
We use a combination of fundamental and technical analyses to evaluate investment ideas. Through our process, we perform both top-down and bottom-up analysis to narrow down macro-economic and micro-economic factors. We then employ our research to isolate idiosyncratic opportunities in all sectors.
Consumer Goods & Retail
Food and Beverages, Agribusiness, Household and Personal Care Products, Restaurants, Tobacco, Apparel and Accessories, and Luxury Goods
Energy & Utilities
Oil, Gas, Nuclear, Wind, Solar, Biomass, Geothermal, Power Generation, Water, Electricity, Renewable Energy & Other
Financial Institutions Group (FIG)
Insurance, Mortgage Companies, Asset Managers, Bank and Finance Companies, Credit Card, Governments, Broker-Dealers, and Investment Firms
Healthcare
Healthcare Services, Pharmaceuticals, Biotechnology and Specialty Pharmaceuticals, Medical Devices, and Life-Science Tools
Industrials & Natural Resources
Metals & Mining, Timber, Manufacturing, Aerospace & Defense, and Housing & Construction
Technology, Media & Telecommunications (TMT)
Communication, Internet, Digital Media, Semiconductors, IT Services & Payments Processing, Software, Advertising & Marketing, Broadcasting, Entertainment, Wireless, and Telecom Operators
Meet our Leadership
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Simran is a junior in the Macaulay Honors Program, majoring in Finance & Investments and double minoring in English and New York City Studies. Simran joined IMG as an Analyst in her freshman year and covered the Technology, Media, and Telecommunications (TMT) sector as Analyst and Director. This summer, Simran will be interning at Deutsche Bank in the firm’s Investment Banking Division. Previously, she has interned at OK Capital, a Venture Capital Advisory firm, working directly with the CEO. In her free time, Simran enjoys baking, reading fiction, and playing word games. Simran will manage the day-to-day activities of IMG, alumni to firm engagement, and serve as the primary contact for the Baruch College Fund and Operating Committee.
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Ivan is a junior majoring in Finance & Investments and minoring in Political Science. Ivan joined IMG as a Junior Analyst covering TMT and later switched to the Financials Team where he served as the Director. This past summer, Ivan interned at Centerbridge Partners on the Insurance Solutions team, and previously interned at Wilton Re on the Investment Team. This upcoming summer, Ivan will be an Investment Banking Summer Analyst at Wells Fargo. Ivan is a Student-Athlete and runs for the Baruch Cross Country Team, and also enjoys hiking, lacrosse, and skiing. Ivan will oversee the club’s operational functions, marketing, and internal logistics, including recruitment initiatives.
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Chris John is a junior majoring in Finance & Investments with a minor in Communications. He joined IMG in Fall 2022 as an Industrials & Natural Resources Analyst. In Fall 2023, Chris was promoted to Director of Energy & Utilities. In his free time, he enjoys attending live comedy shows. For Spring 2025, Chris will lead equity selection and allocation, position sizing, and risk management across the portfolio in collaboration with the Baruch College Fund (BCF) and the Portfolio Management (PM) team.
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John is a Junior majoring in Financial Mathematics and minoring in New York City Studies as part of the Macaulay Honors Program at Baruch College. He joined IMG as an analyst where he covered Energy & Utilities as an Analyst and covered Financials as a Director. John will be joining the Bank of Montreal as an Investment Banking Summer Analyst. He also held internships at Jennison Associates and the Securities Industry & Financial Markets Association. In his free time, John enjoys playing the piano, cooking, and going to the gym. John will direct Saturday workshops covering the fundamentals of Accounting, Valuation, M&A, LBO, Event-Driven Investing, and Financial Restructuring.
Our Top Three Investment Holdings
Endeavor Group Holdings, Inc. is a global entertainment, sports, and content company. It operates sports properties like UFC and Professional Bull Rider, manages live events and experiences, and offers talent representation in entertainment and sports. The company also engages in sports data and technology, offering streaming, data feeds, and betting services. Founded in 1898, it is headquartered in Beverly Hills, California.
Sub-Industry: Movies & Entertainment
Builders FirstSource, Inc., a U.S.-based company, manufactures and supplies building materials and services to homebuilders and remodelers. It offers lumber, manufactured components like trusses and panels, windows, doors, and custom products under the Synboard brand. Additionally, it provides siding, insulation, software solutions, and installation services. Founded as BSL Holdings in 1998, it's headquartered in Irving, Texas.
Sub-Industry: Building Products
The Coca-Cola Company, a global beverage manufacturer, markets and sells a wide range of nonalcoholic beverages, including soft drinks, sparkling flavors, water, sports drinks, coffees, and teas. It offers concentrates, syrups, and beverages under brands like Coca-Cola, Sprite, Fanta, Costa, and Minute Maid. Operating through a network of bottlers and distributors, it was founded in 1886 and is based in Atlanta, Georgia.
Sub-Industry: Soft Drinks