Our Portfolio

The Investments Committee portfolio is currently valued at ~$2 million. The money we manage is the endowment for the Georgia Tech Student Foundation, which originally began as a $100,000 donation. Each semester, 2.5% of the portfolio (currently ~$30,000) is distributed to different student organizations on campus.

The portfolio is long-only and fundamentally driven with a usual allocation of 80% equities, 15% fixed income, and 5% cash.

Below, you can see some of our equity positions and the performance of our portfolio.

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Portfolio Performance

Here is an overview of our portfolio at the start of the fall 2022 semester.

Below, you can see the performance and some statistics of our portfolio compared to the S&P 500 and our benchmark (80% Equal Weight S&P, 15% US Aggregate Bond, and 5% 3 month T-Bill).