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Large-Cap Portfolio

Managed by Ashwin Nelson
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 Strategy 

Looking 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.”
                                                                                                                     - Ryan Hogan, 2022-2023 Large-Cap Portfolio Manager

Congratulations to our newly elected portfolio manager, Ashwin Nelson for the 2023-2024 academic year!
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  • Home
  • Investments
    • Our Process
    • PORTFOLIOS >
      • Large-Cap
      • Global
      • DADCO
    • Performance Reports
  • Members
    • Executive Board
    • General Management
    • Analysts
    • Faculty
    • Alumni
  • Join OSIG
  • Donate
  • News
    • Recent Events
    • Member Spotlight
    • Our Founders
  • Contact Us