Long-Only Value Investing, Demonstrated Through Performance
Deploying a portion of Rice University's endowment, we pursue a fundamental, long-only investment strategy focused on identifying undervalued businesses with strong long-term growth potential.
- $70,000
- Assets Under Management
- +130.5%
- Return Since Inception
- 11
- Sectors
- 2017
- Fund Established
Measured against VTI
The fund is benchmarked against the total U.S. stock market.
| Period | RUIF | VTI | Alpha |
|---|---|---|---|
| Last 3 months | +6.5% | +2.4% | +4.1% |
| Last 12 months | +25.6% | +18.9% | +6.7% |
| Last 2 years | +61% | +40% | +21% |
| Since inception | +130.5% | +166% | −35.5% |
Our Fall Introductory Letter
The Rice Undergraduate Investment Fund is excited to introduce our Introductory Letter! The Board is excited to lead the Fund into another great semester.
Portfolio allocation
- Cash6.8%
Selected positions
From research to allocation
Every idea follows the same disciplined path before it reaches the portfolio.
- 01
Research
Teams analyze trends within their sectors and begin narrowing down pitch ideas.
- 02
Sector Discussion
Ideas are debated within the sector.
- 03
Stock Pitch
The strongest ideas are developed into a full pitch.
- 04
Pitch Day 1
Each sector presents its stock pitch to the RUIF Board and other investment professionals.
- 05
Pitch Day 2
Select sectors present their stock pitches to a panel of Virani Business School professors and RUIF alumni working in the industry.
- 06
Portfolio Decisions
Stock recommendations undergo a final review by the Board and Portfolio Review team, with approved investments added to the portfolio.