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The Large-Cap Portfolio has approximately $3.5 million of assets under management and is comprised of 29 quality companies alongside a cash position. The portfolio is required to be invested in US-listed equities with market caps of $10 billion or greater. The large-cap portfolio must invest 90%-98% of its total capital with the remainder held in cash. From 2022-2023, the portfolio has brought in over $82,000+ in dividends alone. These dividends are then reinvested back into the equity positions in the portfolio, further growing the overall value and future prospective dividends.
The large-cap portfolio focuses solely on top-of-the-line quality businesses that trade for a fair value, thus the time horizon for investment is typically in excess of one year. This longer time horizon is designed to avoid the risks of constant short-term buying and selling. The Large-Cap was established in 2007 along with the inception of OSIG. Since its inception the portfolio has returned 250%+, beating the S&P500 index. |
Our Large-Cap StrategyLooking to diversify our portfolio, I sought out selecting a mix of companies with various levels of risk. For the future, I am hoping to prioritize companies within the financial and IMEU sector as there has been notable growth over the past few years.” |
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Congratulations to our newly elected portfolio manager, Ashwin Nelson for the 2023-2024 academic year!
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