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 $5.3 million are dispersed between three distinct portfolios: the Large-Cap Portfolio, the Global Portfolio, and the D.A. Davidson Competition Portfolio.

First Place in CFA Pitch Competition

Feb. 2024

On February 23rd, four of our OSIG members headed to Portland to participate in the CFA Institute Research Challenge. Members, Ashwin Nelson, Peter Layzell, Tanner Munson, and Parker Meredith, were able to represent our group as they pitched a buy on Columbia Banking System (Ticker: COLB). After competing against teams from George Fox University, Pacific University, Portland State University, University of Oregon, University of Portland, Washington State University - Vancouver and Willamette University, we took home first place! The team is excited to be moving on to the next round, semi-regionals!

15th Annual New York Trip

Jan. 2024

OSIG was fortunate to be back in New York and experience some incredible company visits. Members were able to hear about financial careers over a wide variety of specialties, including asset management, corporate finance, investment banking, and more.

This trip wouldn't have been possible without our generous donors and hosts, including Christopher Glynn, Tyler Wood, Lukas Scheiffarth, Nolan Eggert, James Wu, Michael Eschmann, and Lauren Rutkowski. It was a true learn-by-doing experience. We can't wait for next year!