Our Mission

Berkeley Investment Group (BIG) is one of the largest clubs on campus with over 400 members and $130,000 under management. We seek to teach our members the skills needed to become a value investor through hands on portfolio management.

For Students

Even if you were interested in investing, there was no major, curriculum, or community. So, Berkeley Investment Group was founded in 1997 to address this issue. Since then, the Berkeley Investment Group has been striving to grow a community of people passionate about investing. Learning how to invest is our core principle and our fund enables us to put our accumulated investing knowledge into practice. Our interest-driven culture has and will continue to supplement the refined, professional-grade curriculum and opportunities that we offer. Start with General Membership or take our DeCal Intro to Fundamental Investing and for an immersive experience apply for our Intern Program.

For Investors

Our fund seeks to generate higher absolute and risk-adjusted returns than the MSCI All-Country World Index. We employ a flexible approach, investing in our best ideas across all countries, sectors, and market caps. Our focus is on fundamentally undervalued companies where our thesis is materially different from the market. We look for stocks where the market is missing something, causing the stock price to trade at less than its fair value. We consider not only on the potential upside of an investment, but also the potential downside. Our best ideas are those with asymmetric returns – high potential upside and low potential downside. To limit our downside, we look for businesses which have high barriers to entry and a competitive advantage in their industry. To learn more about our portfolio and investment process, please see our investor factsheet.