On December 6 and December 10, 2025, students from two sections of the Applied Financial Securities Analysis (FINA 4101) class delivered their final stock pitch presentations for the GW Phillips Student Investment Fund. Established in 2008, the fund now manages over $3.8 million in assets (as of December 10, 2025). 36 students presented their buy and sell recommendations using the GW Investment Institute Investment Framework, applying rigorous financial modeling, competitive analysis, and valuation methods. After each pitch, classmates, acting as the investment committee, voted on the recommendation, requiring an 80% approval for adoption into the portfolio.
To explore the fund’s performance in detail, be sure to check out the latest GWII Quarterly Report, which reflects data as of September 30, 2025.
Fall 2025 Stock Pitch Days Highlights
36 student pitches
11 pitches accepted for investment (30.6% acceptance rate)
8 existing positions increased
3 new positions added to the fund
Pitches by Sector
9 – Financial Services
9 – Tech & Telecom
6 – Healthcare
5 – Consumer, Discretionary & Staples
4 – Energy & Utilities
3 – Industrials & Materials
Accepted Trades by Sector
4 – Financial Services
4 – Tech & Telecom
2 – Healthcare
1 – Energy & Utilities
Thank You to Our Community
A heartfelt thank you to all our students for their dedication, thoughtful analyses, and hard work throughout the semester. We are especially grateful to Kaitlyn Johnson, our Teaching Assistant, Danielle Lucero, our Comms and Marketing Specialist, and to the guest speakers Peter Boockvar, Jim Carruthers, Mark Hughes, John Roberts, and Greg Wong.
We also extend our sincere appreciation to alumnus Matt Miller for hosting our students at RBC Wealth Management and to Danaher Corporation for hosting us for an industry visit.
A special thank you to Professors Song and Lake for their exceptional leadership and instruction.
Looking Ahead to Spring 2026
We are excited to offer three courses next semester within the GW Investment Institute: Applied Financial Securities Analysis (FINA 4101) with Prof. Song, Quantitative Investing (FINA 4103) with Prof. Lake, and Foundations of Venture Capital (FINA 4104) with Prof. Collier.
We look forward to another semester of experiential learning. Stay tuned for more updates and highlights from the GW Investment Institute!