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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Daniel is a senior majoring in Finance & Investments and minoring in Economics and Advanced Business Analysis as part of the Zicklin Undergraduate Honors Program. Daniel joined as a Junior Analyst and covered Financials as an Analyst and Director. This summer, Daniel interned at BMO Capital Markets as an Investment Banking Summer Analyst on the Mergers & Acquisitions team. He previously interned at Bessemer Trust, Longwave Financial, and KKR. In his free time, Daniel enjoys playing soccer, going to the gym, and teaching kids how to swim. Daniel will manage day-to-day activities, alumni to firm engagement, and serve as the primary contact for the BCF and the Operating Committee.
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Sarah is a senior majoring in Finance & Investments and minoring in Psychology. Sarah started in this club as an analyst covering Financials, and also served as Director of Portfolio Management and an advisor. Sarah is currently interning at Glazer Capital Management, where she has been an investment intern on the merger arbitrage team since Summer 2023. She previously interned at Seventh Avenue Investments, a private equity family office. In her free time, Sarah enjoys snowboarding, hiking, and volunteering. Sarah will oversee the club's operational functions, marketing, and internal logistics, including recruitment initiatives.
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Adrian is a senior majoring in Finance & Investments and double minoring in Communications and Advanced Business Analysis as part of the Zicklin Undergraduate Honors Program. He joined as a Junior Analyst and covered Financials as a PM analyst, before becoming director. Adrian will be joining Citi as an Equity Research Associate upon graduation. He previously interned at Merill Lynch Bank of America. In his free time, Adrian enjoys watching and playing sports, going to the gym, listening to music, and playing poker. Adrian will lead the equity selection and allocation, position sizing, and risk management framework across the portfolio alongside the BCF.
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Kevin is a senior 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 a Junior Analyst and covered Consumer Goods & Services as an Analyst and Director. Kevin will be joining the M&A and Restructuring team at Oppenheimer & Co. as an Investment Banking Analyst. He also held internships at Centerbridge Partners and Squarepoint Capital. In his free time, Kevin enjoys playing the piano, practicing soccer, and going to the gym. Kevin will direct Saturday workshops covering the fundamentals of Accounting, Valuation, M&A, LBO, Event-Driven Investing, and Financial Restructuring.
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Gabriel is a senior majoring in Statistics and Quantitative Modeling. He joined the club as a Junior Analyst covering Consumers and Technology, Media and Telecommunications (“TMT”), and ultimately oversaw TMT as a Director. Gabriel will be joining Jefferies as an Investment Banking Analyst within their Healthcare Group upon graduation. In his free time, Gabriel enjoys playing table tennis, practicing martial arts and reading. Gabriel 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