CBSIC Investment Fund
A portfolio, managed by students
A student-run, long-only equity fund focused on Nordic markets. Driven by fundamental analysis and managed by dedicated investment teams across six sector verticals.
About the fund
What is the CBSIC fund?
CBS Investment Club (“CBSIC”) is a non-profit Student Citizenship-recognized organization whose objective is to educate students about the world of finance and provide real-life experience in trading stocks.
The primary focus is to manage the organization’s stock portfolio.
Assets under management
AUM are raised from corporate sponsorships and foundations.
Capital returns
The contributed capital will not be returned to investors as the fund acts as a non-profit student organization.
Reinvesting returns
All prospect returns generated from investments will be reinvested or used to cover the fund’s general expenses.
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Strategy
Investment Strategy
CBSIC seeks to outperform the general market through an active and discretionary long-only investment strategy focused exclusively on Nordic equities.
All investment opportunities are investigated by in-depth fundamental analysis.
Time horizon may vary with each investment, however, CBSIC generally refrains from executing short-term trading based on technical analysis.
Fund structure
Fund Structure
CBSIC is organized with an Investment Committee (“IC”), responsible for reviewing and approving investment decisions, and several Investment Analysis Teams (“IAT”).
Each IAT will consist of two analysts led by a Portfolio Manager (“PM”) and is allocated responsibility for a cluster of sectors within the Nordics.
The organization currently operates with the following sector coverage.