Performance and holdings

At The Fund, we employ a top-down, value-driven approach to our students’ equity research that integrates economic, industry, and company analysis. Our analysts employ a variety of valuation techniques including discounted cash flow (DCF) and relative multiples (P/E, P/B, EV/EBITDA ratio), along with qualitative assessments of competitive positioning, corporate governance, and ESG factors. Finally, all our models are sensitivity tested against critical assumptions and multiple scenarios are embedded within the analyses.

Please visit this live document to obtain information on The Fund’s current holdings and portfolio performance.

Annual report