Primary Fund Management
Responsible for equity research, stock pitches, portfolio monitoring and the continued development of members' financial analysis skills.
Analysts and Senior AnalystsBased at the University of York · Est. 2026
York Student
Investment Fund.
An independent, student-led fund based at the University of York, providing practical experience in equity research, valuation and portfolio management.
Fundamental equity research
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01 Who we are
Practical investment
experience.
Developing investment judgement through research, analysis and structured evaluation.
Based at the University of York, YSIF is fully operated, organised and funded by students. Members gain direct experience in fundamental research, valuation and portfolio construction.
The fund meets weekly to consider company research and review investment assumptions. Members contribute to sector coverage, portfolio strategy and risk management.
Alongside the fund's investment activity, we run a structured seminar series to improve students' understanding of investing and support their progression towards careers in finance.
How we make decisions10+Active members
12Portfolio holdings
100%Student led
02 Education and progression
Structured learning
and responsibility.
A six-week financial education series provides members with a practical foundation in investment analysis.
The programme introduces equity research, financial analysis, valuation and the principles of portfolio management. Following the series, participants work in groups to research and present a selected group of equities to the fund for formal review.
Continued participation gives members the opportunity to take on greater analytical, editorial and leadership responsibility. The structure is intended to develop relevant professional skills and support career progression within finance and investment management.
Governance
Fund structure
Executive Committee
Oversees the fund's operations and determines its strategic direction.
Alternative Strategies
Examines alternative markets and investment strategies, including quantitative analysis, commodities and digital assets.
Senior Analysts and Investment Strategy AnalystsWriting & Communications
Produces articles and educational material to communicate the work of the fund internally and to a wider audience.
Financial Writers and EditorsMember progression
A defined pathway through the fund.
Progression reflects contribution, analytical development and the assumption of additional responsibility.
- 01TraineeParticipates in the introductory education programme
- 02AnalystResearches markets and analyses fund activityFollowing training
- 03Specialised AnalystSector research, investment strategy, financial writing or editingBy application
- 04Committee MemberOversees an area of fund activity, manages analysts and contributes to strategic decisionsAppointed by the Committee
- 05PresidentLeads the Executive Committee and oversees the fund's overall directionElected by the Committee
03 Our approach
Our investment
process.
Our process is based on detailed research, constructive scrutiny and collective accountability.
Fundamental research
We study businesses from the ground up—industry dynamics, financial quality, competitive position and long-term opportunity.
Investment review
Members assess each investment thesis, review the principal risks and evaluate whether its conclusions are supported by the available evidence.
Analyst evaluation
Investment proposals are evaluated by our analysts, with consideration given to the supporting research, valuation, principal risks and suitability for the portfolio.
04 Portfolio
Portfolio
overview.
A diversified, research-led portfolio developed through member pitches and structured evaluation by our analysts.
6Sectors
Sector allocation
Current allocation across six industry sectors.
Technology32%
Healthcare27%
Financial services17%
Materials15%
Consumer5%
Energy4%
Portfolio information is shown for educational purposes only and does not constitute investment advice. Capital is at risk.
05 Join the fund
Membership.
No prior investing experience is required. New members are admitted through two annual intake periods, in September and February.
Apply
Tell us what interests you and why you want to join the fund.
Education series
Complete the six-week programme covering investment research, financial analysis and valuation.
Research and pitch
Work with other participants to analyse a selected group of equities and present your recommendations to the fund.
Progress within the fund
Advance into fund management or pursue a specialist role in sector research, investment strategy, financial writing or editing.
We review new membership applications every September and February.
Apply for membership
06 Contact