Overview
The Atkins Investment Group is a student-managed investment fund at the University of New Hampshire’s Paul College of Business & Economics.
The group is comprised of forty-one sophomore to senior undergraduates from all colleges at UNH. Student members are provided with a unique opportunity to learn about active investing and portfolio management. Students benefit from the collaborative nature of the group and the guidance of experienced advisers, alumni, and industry professionals.
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 issues
Network
To network with finance professionals
Performance
To outperform the S&P 500 benchmark through attractive risk-adjusted returns
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 mentorships create 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 career path that best suits their interests and allows them to utilize their strengths
Investment Strategy
Top-down strategy to determine portfolio positioning combined with fundamental, bottom-up analysis to identify undervalued investment opportunities
Investment Criteria
US-listed companies with market capitalization equal to or greater than $500,000,000
U.S. Listed ETF's