THE FUND
Founded in 2001, the St Andrews Global Investment Group is a student-run organization managing an equity portfolio of more than US$25,000. Our primary aim is to generate market-beating returns and effectively hedge against risk, while introducing our members to real-world financial analysis. We follow a value-investing philosophy with a strong focus on ESG principles and impact investing. When it comes down to making the best long-term investments, we believe that growth and corporate sustainability go hand-in-hand.
Our 30 analysts are the beating heart of GIG, constantly looking for new high-potential stocks and assessing how macroeconomic trends will impact our current holdings. Our investment decisions are made on a rolling basis to maximize returns and secure a stable stream over the long run. Before being acquired, each stock goes through an in-depth evaluation process involving a discounted cash flow (DCF) model, company comparable analysis (CCA), history of the company's acquisitions, growth projections, and an ESG evaluation.
Committed to educating the St Andrews community and democratizing the financial sector, GIG frequently organizes networking seminars with experts from a wide array of industries, including investment banking, wealth and asset management, leveraged finance, restructuring, and ESG consulting. GIG strongly believes in the importance of transparency across the financial sector, which is why we release comprehensive fund reports on a quarterly basis.
Performance Overview
Performance overview from Q4 2024
The St Andrews Global Investment Group has ended the fourth quarter of 2024 with a profit of US $748.08, achieving an annualized rate of return (RoR) of 15.82%.
Eight stocks across five of our investment sectors have been liquidated, as expressed by the table below. Our Healthcare and Industrials sectors have achieved the best performance overall with a weighted average return of 48.6% and 33.7%, respectively. ​​
Portfolio Segmentation
Our holdings are spread across seven key investment sectors. The Metals and Mining and Real Estate segments currently represent a combined 50% of our portfolio. One of our main priorities for 2024 is to diversify our portfolio by expanding into the Consumer Discretionary and Financial Services segments. With interest rates forecasted to drop over the following year, we are expecting consumer-discretionary companies to benefit from a global increase in disposable income. Financial firms are also likely to improve their profitability because of increased activity in securities markets as well as an improvement of their leverage ratios.
Analytical Tools
GIG makes investment decisions based on macroeconomic trends, industry dynamics, and company fundamentals across four key areas - profitability, growth, liquidity, and stock valuation. Our analysts examine closely the financial statements of the companies as well as the earnings reports and commentary from equity analysts. The financial metrics presented in the graph below represent some of the tools our analysts rely on to evaluate a stock's upside potential.
Meet our Fund Members
Alexander Koenig
Nicholas Morris
Ahaan Punjabi
Alexis De La Chapelle
Aurèle Raphaël Noehrenberg
Avery J. Fahrman
Avik Sanyal
Ben Preece
Connie Hardick
Dylan Jay
Eliott Bland
Emily Johntson
Finlay Watson
Giovanni Biasin
Hanna Greaves
Joe Lumsden
Johanna Mackenzie
Kennedy Kleck-Bubrig
Lauren Volkodav
Luca Gaugas
Luisa Bokor
Lukas Ehrlich
Margaux De Seze
Mathias Kaukal
Mathis Bourassa
Matthew Walker
Max Fischer
Moritz Ibe
Nikolaos Ninios
Oscar Tschackert
Paula Melcon Carrasco
Scarlett Gogna
Sophia Bruno
Thea Lado Naess
Thomas Griffith
Yve Mandel
Sophie Viebrock