About Stanford Blyth Fund
WE AREN’T BORN WITH THE ABILITY TO MAKE GOOD DECISIONS; WE LEARN IT.
-RAY DALIO, 2011
Investing is at its core a knowledge-seeking and decision-making endeavor. The Blyth Fund was established to provide students a chance to try their hands at active investing. Through managing the Fund’s portfolio, we hope to take the first steps in building our frameworks of thought and our maturity as future investors.
The Fund focuses on fundamental strategies driven by deep and thorough research, but will at times leverage quantitative approaches to aid our analysis. We hold a concentrated portfolio and look for opportunities where we have sufficient edge to form differentiated views. These may include:
1. Businesses with complex technologies and engineering solutions
2. Small-cap companies and illiquid situations
3. Industries in which members have special experiences
We are currently looking to build domain-specific expertise and are willing to commit research budget. Feel free to contact us.
The Fund is open to all students who show continued interest, and is structured as investment teams of 5-6 people, each lead by a Portfolio Manager. We also hold general meetings and educational sessions for those who desire a lower level of commitment. Further, we maintain an open-membership policy and encourage all Stanford students to participate.
Reach us at firstname.lastname@example.org.