One-to-two sentence thesis summary goes here — what the market is missing and why the club voted it into the portfolio.
Every member of BFIC covers a sector, builds a view, and defends it in front of the club. This page is the output: our practicum portfolios, selected equity research, and competition results — updated as each semester closes.
The Group Portfolio holds every pitch the club votes in — a live record of our collective judgment. Sector teams also compete individually to beat their industry benchmarks. Performance is tracked against the S&P 500 on a total-return basis.
Methodology: equal-weighted positions at inclusion, marked to month-end closes, dividends reinvested. Benchmark is SPY total return over the same window. Figures shown above are illustrative placeholders pending the semester's first official mark.
A rotating selection of member research that survived the club's investment-committee vote. Each report includes an industry primer, thesis, valuation work, and risks.
One-to-two sentence thesis summary goes here — what the market is missing and why the club voted it into the portfolio.
One-to-two sentence thesis summary goes here — what the market is missing and why the club voted it into the portfolio.
One-to-two sentence thesis summary goes here — what the market is missing and why the club voted it into the portfolio.
Full research reports are available to partner firms and recruiters — request a copy.
BFIC members arrive at recruiting already covering sectors, building models, and defending theses under questioning. If your firm is looking for prepared candidates — or wants to speak to the club — we would love to connect.
Contact the club