Learn more about our holdings and Investment Strategy
The Oberlin College Finance and Investment Club has over $370,000 of Assets Under Management. We primarily invest in domestically traded equities and fixed income products.
Our current asset allocation looks as follows:
Our Investment Strategy
The Oberlin Finance and Investment club looks to bring together the skills of liberal arts education and marry them with "hardcore" financial analysis.
That being said when the club looks to make an investment two questions are asked:
What is our over-arching market view?
Do the financials of this company show us, that given our view, this company will have success?
We answer the above questions as follows:
First we develop an economic view
We look a macroeconomic indictors and industry research to get a sense market movement
Then we analyze a company's financial health
We take in depth looks a company's
Balance sheet strength
Key Financial ratios
Debt to Asset Ratio
The above constitutes a brief summary, if you are interested in learning more about how the club makes valuations please come out to a meeting.