Berkeley Investment Group
UC BERKELEY'S OLDEST AND PREMIER UNDERGRADUATE INVESTMENT FUND | EST. 1997
Fall 2025 Recruitment is Here! Visit the Recruitment Page for Timeline and Additional Details!
History & Mission
In 1997, BIG was founded to train UC Berkeley students to become fundamental value investors. Today, we now manage a $140,000 equity portfolio and are the single largest undergraduate feeder to hedge funds in the country.
Our fund seeks to generate higher risk-adjusted returns than the S&P 500 Index. We focus on fundamentally undervalued companies where our thesis is materially different from the market. We look for stocks where the market is missing something and consider the downside. Our best ideas are those with asymmetric returns, with high potential upside and low potential downside.
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30% at Hedge Funds
12 BIG Officers have been placed into Point72, Citadel, Temasek, and SIG in the past year. BIG makes up 10% of Citadel/Point72’s 2023 classes, and is their single largest feeder, higher than HYPSM.
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$140K+ AUM
BIG pursues a value investing approach combining rigorous fundamental analysis with in-depth financial modelling. BIG manages over $140,000 in its portfolio, the largest on campus.
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92% Haas Acceptance
Our program & the work experience we provide equips members with the necessary aptitude and skillsets to apply and be accepted into the Haas Undergraduate Business School.
Message From Our President
When I first started learning about investing, I felt lost and unsure where to begin, but I knew I wanted to grow. BIG gave me that starting point.
If you see yourself as someone who’s hungry, curious, and eager to learn, Berkeley Investment Group can be the launchpad you’re looking for. Through our intern program, you’ll gain the technical and foundational skills to turn your curiosities into real, profit-generating trades.
Just as importantly, you’ll join a community that values your story and your growth. Come to our events, meet our members, and get to know us; we’d be super excited to get to know you better too! I found my community in BIG and I hope you find yours here too!
Nelson Law | BIG President, Class of 2027
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