What we do

We are a student-led asset management organization dedicated to providing high-caliber experiential learning opportunities for students. We achieve this by performing in-depth equity research, fundamental valuation techniques, and portfolio management on behalf of Oregon State University's Foundation.

​Our assets under management of approximately $4.3 million are dispersed between three distinct portfolios: the Large-Cap Portfolio, the Global Portfolio, and the D.A. Davidson Competition Portfolio. 

Recent News

Congrats to Our 2023 Best Spring Term Pitch: Tyler Miller

​Tyler has proved to be a strong analyst for our group as he delivers high quality pitches with the ability to answer complex questions that are asked during our Q&A session following each pitch. It should be noted that Tyler was also awarded "Most Improved Analyst" for the 2022-2023 year last term. This term, Tyler continued to impress us with his pitch on Alphabet Inc., otherwise known as Google. Pitching during the second week of the term, Tyler was able to create an exceptional report regardless of his minimal time. Below, you can learn more about Google and what led Tyler to pitch a buy.    

Hosting Our Annual Pitch Competition With University of Oregon, April 2023 

This year, OSIG was happy to host our annual pitch competition against the University of Oregon Investment Group, UOIG. UOIG pitched Okta while OSIG pitched Workday. The OSIG members that presented our pitch was our Large-Cap Portfolio Manager, Ashwin Nelson, and Treasurer, Sarah Gruber. We had the opportunity to network prior to the meeting as well as share our portfolios with each other. We look forward to continuing this tradition  in Eugene next spring! 

Congrats to Our 2022-2023 Analyst of The Year : Peter ​Layzell 

​Since joining the group, Peter has delivered excellent pitches that have impressed our group. His reports are extremely thorough and engaging, making him stand out throughout this academic year. This year, Peter provided us with an analysis on Berkshire Hathaway and Blackstone. Below, you can find his analysis on Berkshire. We hope he impresses you as much as he did us!  

Congrats to Our 2022-2023 Best Pitch of The Year : Parker Meredith
​Pitching Albemarle Corporation 

Parker's in-depth analysis on Albemarle Corporation awarded him best pitch of the year. Parker's report is a prime example of what we look for in our pitch materials. Providing numerous graphics and strong catalysts, Parker came to the conclusion to pitch a buy for ALB. To learn more about his reasonings, see his exceptional report below.  ​
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