Berkeley Investment Group
UC BERKELEY'S OLDEST AND PREMIER UNDERGRADUATE INVESTMENT FUND | EST. 1997
Spring 2024 Recruitment is Live! Apply Below and Visit Recruitment Page for Additional Details!
Increasing financial literacy amongst UC Berkeley students and investing your capital since 1997.
Berkeley Investment Group teaches our members the skills needed to become value investors. We provide exclusive networking opportunities, educational programmes, and hands-on portfolio management. As a student, you can get involved through our decal, intern program, or our weekly speaker series.
Our fund seeks to generate higher risk-adjusted returns than the S&P 500 Index. Our focus is 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 potential downside. Our best ideas are those with asymmetric returns – high potential upside and low potential downside.
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25% at Hedge Funds
13 BIG Officers have been placed into Point72, Citadel, Temasek, and SIG in the past year. BIG makes up 13% of Citadel/Point72’s 2023 classes, and is their single largest feeder, higher than HYPSM.
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$130K+ AUM
BIG pursues a value investing approach combining rigorous fundamental analysis with in-depth financial modelling. BIG manages over $160,000 in its portfolio, the largest on campus.
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91.3% Haas Acceptance
Our program & the work experience we provide equips members with the necessary aptitude and skillsets to be apply and be accepted into the Haas Undergraduate Business School
Message From Our President
BIG is a community where you never feel like the smartest person in the room. Our members come from different countries, majors, and life experiences; but we are bonded by our intellectual curiosity and passion for problem solving.
If that is the type of person you are, our intern program can teach you the technical skill to turn your unstructured musings into profit-generating trades. Our older members will become mentors and role models that will help you navigate the rugged landscape of professional finance. To succeed, all you need is the humility to learn, initiative to ask questions, and a genuine interest in our people. We hope to see you soon!
Nolan Costin | BIG President, Class of 2025
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