Strategy

The Vanderbilt Investment Club (VIC) employs a long-only, value-oriented investment strategy focused on key industries. Members join industry-specific coverage teams and can contribute to the portfolio management team, which oversees tasks like investment allocation, risk analysis, and sale timing. This industry-focused approach encourages members to conduct in-depth market research, identify promising subsectors, and build a solid understanding of industry dynamics. Our program is designed to deliver strong long-term performance while equipping members with skills essential for careers in investment management.

Industry Coverage

7

Industry Teams

30

Subsectors Represented

~6

Holdings Per Team

Consumer & Retail

Sub-sectors represented in portfolio*

• Footwear and apparel
• Food and beverage
• Airlines and transportation
• General retail

Team Information:

Exec Representative:

Sarah Wu

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Technology

Sub-sectors represented in portfolio*

• Cybersecurity
• Enterprise software
• Social media and advertising

Team Information:

Exec Representative:

Owen Andreas

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Diversified Industrials

Sub-sectors represented in portfolio*

• Equipment rental
• Construction
• Specialty manufacturing

Team Information:

Exec Representative:

Reed Andreas

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Media & Telecom

Sub-sectors represented in portfolio*

• Wireless Infrastructure
• Telecommunications technology and licensing
• Live entertainment and event management
Gaming and hospitality
• Broadcast media and content distribution

Team Information:

Exec Representative:

Aditya Sriram

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Financials Institutions

Sub-sectors represented in portfolio*

• Asset management
• Financial technology
• Managed care and health insurance
• Market infrastructure

Team Information:

Exec Representative:

David Griff

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Energy, Power, Infra

Sub-sectors represented in portfolio*

• Renewable energy
• Midstream logistics
• Energy infrastructure

Team Information:

Exec Representative:

Boris Sorokorenskii

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Healthcare

Sub-sectors represented in portfolio*

• Healthcare services
• Pharmaceuticals
• Clinical Research

Team Information:

Exec Representative:

Marvi Ali

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* Data as of 1/5/25

The Pitch Process

Step 1: Research Stage

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Step 2: Company Selection

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Step 3: Investment Thesis

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Step 4: Pitch Deck and Financial Models

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Step 5: Pitch and Final Voting

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Step 6: Portfolio Refinement

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