Cranfield
Finance Society
EVENTS
Discover what we do
REGULAR EVENTS
INVESTMENT MEETINGS
We host workshops, presentations and panel discussions with Finance professionals to offer insights on diverse fields:​
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Our Investment group hosts weekly meetings to pitch new ideas for our Funds. These contribute greatly to expand the knowledge of our members about Financial Markets and Investing.
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INVESTMENT BANKING
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FUND MANAGEMENT
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TRADING
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CAREER ADVICE
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FUND MANAGEMENT
2 Portfolios - 2 Different Strategies
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Our Investment Group works with two portfolios: Equity Fund & Multi-Asset Fund.
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Investments are managed by , who host weekly meetings to pitch new ideas based on their research and current economic landscape. A great learning curve for the future.
Equity
Fund
Investment Strategy
Opportunistic investment style. While we try to exploit both long and short opportunities, the portfolio is an Equity long-bias fund.
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Investment Universe
Equities-only without a regional or sector focus.
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Asset Allocation
We invest in up to 20 stocks in total with equal weightings. Thus rebalancing takes place on a regular basis if necessary. We do not hedge currency translations, instead we incorporate that aspect into the selection of our investments.
Multi-Asset
Fund
Investment Strategy
This fund invests in both equities and fixed income. However, the focus is on equities. Fixed income can be seen as a complement.
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Investment Universe
Equities and fixed income without a regional or sector focus.
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Asset Allocation
We invest in up to 20 stocks and fixed income products in total with equal weightings. Thus rebalancing takes place on a regular basis if necessary. We do not hedge currency translations, instead we incorporate that aspect into the selection of our investments.