Berkeley Investment
Financial Services · 11 Employees
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About
The Berkeley Investment Group, founded in 1997 as the California Investment Association, is the first and largest undergraduate investment club at UC Berkeley. As a club we have two goals: to educate our members and have them feel comfortable investing on their own by the time they graduate, and managing our fund with $250,000 of AUM.
We pursue a deep-value investing approach combining rigorous fundamental analysis with in-depth financial modelling, a method that has enabled us to regularly beat the S&P500 achieving a 32% return over the last fiscal year.
Year Founded
1997
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Financial Services
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Keywords
Equity ResearchValue InvestingFinancial Modellingand Education
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andywarhol@berkeley.edu
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awarhol@berkeley.edu
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andyw@berkeley.edu
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andy@berkeley.edu
last
warhol@berkeley.edu
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