THE FUND
Founded in 2001, the St Andrews Global Investment Group is a student-run organization managing an equity portfolio of more than US$25,000. Our primary aim is to generate market-beating returns and effectively hedge against risk, while introducing our members to real-world financial analysis. We follow a value-investing philosophy with a strong focus on ESG principles and impact investing. When it comes down to making the best long-term investments, we believe that growth and corporate sustainability go hand-in-hand.
Our 30 analysts are the beating heart of GIG, constantly looking for new high-potential stocks and assessing how macroeconomic trends will impact our current holdings. Our investment decisions are made on a rolling basis to maximize returns and secure a stable stream over the long run. Before being acquired, each stock goes through an in-depth evaluation process involving a discounted cash flow (DCF) model, company comparable analysis (CCA), history of the company's acquisitions, growth projections, and an ESG evaluation.
Committed to educating the St Andrews community and democratizing the financial sector, GIG frequently organizes networking seminars with experts from a wide array of industries, including investment banking, wealth and asset management, leveraged finance, restructuring, and ESG consulting. GIG strongly believes in the importance of transparency across the financial sector, which is why we release comprehensive fund reports on a quarterly basis.
Performance Overview
Performance overview from Q1 2026
In February, the Fund posted a monthly net return of -0.70%, outperforming the S&P 500’s -0.87% during a month marked by broad market weakness and heightened geopolitical tensions in the Middle East.
The portfolio has now achieved a cumulative net gain of 18.66%, with total net gains of $3,213.88.
The Fund continues to identify opportunities tied to structural growth themes such as AI infrastructure, power efficiency, and data centres.
Portfolio Segmentation
Our holdings are spread across seven key investment sectors.
This quarter, we have increased our Teck Resources Limited (XNYS: TECK) position following a dip in the share price. Despite some near-term uncertainty related to the proposed merger with Anglo American, the Committee maintains strong conviction in the company's strategic upside, supported by potential synergies, increased scale, and a high-quality global asset base.
We trimmed our Sociedad Química y Minera de Chile (XNYS: SQM) and US Foods Holding Corp (XNYS: USFD) positions after both stocks reached the target prices established during the investment process. Stop-loss levels for both positions were subsequently raised to protect gains.
Analytical Tools
GIG makes investment decisions based on macroeconomic trends, industry dynamics, and company fundamentals across four key areas - profitability, growth, liquidity, and stock valuation. Our analysts examine closely the financial statements of the companies as well as the earnings reports and commentary from equity analysts. The financial metrics presented in the graph below represent some of the tools our analysts rely on to evaluate a stock's upside potential.
Meet our Fund Members
Amelia Nelson
Antonio Zell
Aurèle Raphaël Noehrenberg
Alexis De La Chapelle
Avery J. Fahrman
Avik Sanyal
Ben Preece
Carla Plechschmidt
Catalina Sanchez-Prieto
Connie Hardick
Dylan Jay
Elliott Bland
Eualia De Orleans
Finlay Ferguson
Jacob Medlicott
Johanna MacKenzie
Kennedy Bubrig
Lauren Volkadav
Lila Fageraas
Luisa Bokor
Magdalene Storr
Mark Rodger
Mathias Kaukal
Matthew Walker
Max Fischer
Moritz Ibe
Neo Verma
Nikhil Von Frentz
Nikos Ninios
Oscar Tschackert
Paula Melcon Carrasco
Scarlett Gogna
Sofia Sheikh
Sophia Bruno
Thea Lado Ness
Thea Snove
Theodore Baxter
Churchill Simon
Thomas Griffith
Victor Trinel
Yve Mandel