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Spring 2025 Investment Fund

FKA's Investment Fund provides students with hands-on experience in portfolio management, equity research, and trading. The fund is structured into two divisions: an equity research arm focused on fundamental analysis and a trading arm that explores market trends and strategies.

Currently, the fund manages $20,000, with allocations across equities, and options. Short-term goals include optimizing asset allocation and conducting sector analyses, while long-term objectives focus on building a portfolio of research and learning multiple valuation styles.


Walmart Stock Pitch

FKA's equity research team created a valuation and pitch for Walmart that will be presented to judges at USF's 2025 Stock Pitch Competition.


CFA Research Challenge

Four members developed a DCF and 14-page research report on HEICO Aerospace Corporation and placed #12 in the Southeast US.

2024 Bloomberg Trading Competition

Last semester, three members achieved a 25.2% return on a $1mm virtual portfolio over 6 weeks. They placed #20 out of 774 North American teams and #58 out of 2,888 international teams.