Research

Every trade starts
as a written memo.

Analysts publish memos, Directors approve pitches, and the Investment Committee votes. Here's what's live in the pipeline.

Pipeline

Current pitch tracker

Ticker	Company	Analyst	Rec	Upside	Last Update	Status
CRM	Salesforce	A. Student	BUY	+18%	2026-04-21	PITCHED
NFLX	Netflix	B. Student	BUY	+22%	2026-04-14	APPROVED
F	Ford Motor	C. Student	HOLD	+4%	2026-04-07	REJECTED
SHOP	Shopify	D. Student	—	—	2026-04-01	RESEARCH

Memos

Industrials
Infrastructure cycle + dealer inventory reset: initiating CAT
Equities · Industrials
2026-03-18
Alternatives
Gold and real-rate convexity — adding GLD as hedge sleeve
Alternative Investments
2026-02-27
Technology
Azure + Copilot: durable margin expansion at MSFT
Equities · Technology
2026-02-05
Fixed Income
Rates outlook: long-duration Treasuries as insurance
Fixed Income · Rates
2026-01-22

Internal memos, deliberations, and voting records are confidential per the Fund bylaws. Contact us for access requests.

Process

01
Idea generation
Analysts and leads source ideas from screens, sell-side, and thematic research.
02
Preliminary memo
One-page thesis, risks, and approximate sizing drafted for team review.
03
Valuation & modeling
DCF, multiples, and scenario analysis — full model attached to memo.
04
Director review
Team Director reviews, challenges assumptions, and signs off for IC.
05
Pitch to Investment Committee
Formal presentation with Q&A from EC and Directors.
06
Risk check
CRO validates against Fund limits; veto if breached.
07
Execution
Paper-traded at next session; ledger entry logged; cash balance updated.
08
Monitoring
Position tracked vs thesis, stop-loss, and sector limits; monthly review cadence.