Oregon State Investment Group

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.

Welcome Our 2023 Fall Term Class!

Josh Cande
Turner Dischinger

Sabrina Gonzales
Savitri Jog
Sean Khanna

Parker Sullivan
Peyton Vanhouten

learn about our analysts

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.

Alphabet, Inc. (Google) Report

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!

WORKDAY REPORT

Congrats to Our 2022-2023 "OSIG Award" Recipients!

Best Pitch of The Year :
Parker Meredith

alb Report

Analyst of The Year :
Peter Layzell

BRK Report