The Program

Classroom to portfolio.

Two tracks, one mission: a finance program open to any Georgetown student-athlete and an advanced analyst program where members conduct investment research and help manage a live investment fund.

Track 01

General Education

Open to all Georgetown student-athletes. Biweekly sessions built around the demands of a varsity schedule.

  • Introduction to finance
  • Recruiting & internship guidance
  • Job application preparation
  • Speaker events & industry insights
Track 02

Internal Education

Hands-on training for selected analysts included technical skills, applied investing and career preparation culminating in a final stock pitch.

  • Finance fundamentals & accounting
  • Valuation methodology & modeling
  • AI-assisted investment research
  • Public company analysis
The Fund

Athletes Invest

A long-only equity fund run entirely by student-athletes, guided by Michael Mauboussin's Expectations Investing framework.

  • Student-athlete portfolio managers
  • Stock pitches to the general body
  • Investment Committee oversight
  • Koyfin research + Claude analysis workflow
Research Platform

Our coverage groups

Real AssetsTechnologyHealthcareConsumer

The methodology behind our public equity research

Equity ValuationRisk ManagementMarket ResearchInvestment Thesis
How an Idea Becomes a Position
01

Industry Research

Coverage groups present opportunities and develop investment recommendations.

02

General Body Review

The group pitches the full membership, which polls support for the idea.

03

Preliminary IC Review

Ideas with majority support advance to a Portfolio Manager and CIO vote.

04

Final IC Decision

Approved opportunities go to the Investment Committee for the final call.

Recent Winners

The process works.

UNH
+43.9%

UnitedHealth Group

Total return since the fund opened its position. Credit to our Healthcare coverage group.

DLTR
+22.0%

Dollar Tree

Total return since the fund opened its position. Credit to our Consumer coverage group.

MA
+20.1%

Mastercard

Total return since the fund opened its position. Credit to our Technology coverage group.

Returns as of August 2026, shown to illustrate the investment process. Not investment advice.