USC SealTROJAN SMIFUSC Marshall · MSF
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

Live feed of pitches members have shared from the Fund Dashboard.

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Repository

Published research.

Memos, sector primers, and macro outlooks released by the Fund.

No published documents yet. Sector primers, macro outlooks, and other admin-published research will appear here.
Pitches

Member-submitted pitches.

Shared by analysts from the Fund Dashboard — includes the memo attachment.

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Memos

Recent research notes.

  • 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.