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• Portfolio Management
  
  UOIG implements different investment strategies in each of two portfolios: Tall Firs and DADCO. Using a value strategy, the Tall Firs portfolio seeks long-term capital appreciation by focusing on valuation. The portfolio is benchmarked against a blend of Russell 2000 and S&P 500 indices. learn more about Tall Firs
  
  The DADCO portfolio follows a Growth at a Reasonable Price, or GARP, strategy, and assumes greater risk than the Tall Firs portfolio. This portfolio is benchmarked with the Russell 2000 index and is rebalanced annually to $50,000 on September 1. Learn more about DADCO
  
  
• Experiential Education
  
  The group aims to complement classroom education with practical investment experience. Members have the opportunity to establish contacts with the business world while performing an in-depth analysis of a company’s investment potential through guest visitors, discussions with corporate management, and interaction with the UO and UOIG alumni networks.

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  Our Process
  
  The UOIG is composed of undergraduate and graduate students looking to enhance their education and career opportunities through practical investment experience. Students join the group with an enthusiasm for investments and finance, and want to foster their continued interest and education in these subject areas.
  
  Each member holds the position of “analyst” and focuses his or her research on companies in one of five sectors. Analysts formally present in-depth research reports to the group for critical review of the analyst’s action recommendation, upon which a majority vote must be reached. Following this group decision, portfolio managers are responsible for trading equities in their respective portfolios.
  
  Members come from diverse backgrounds and represent several different countries. Though generally finance students, members from other disciplines, such as accounting, computer science, economics, management and physics, bring different perspectives to the group. The different viewpoints of each member are a valuable part of the decision-making process of UOIG.

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  Our History
  
  In 1998, Adam Barycza, George Kosovich and Steve Zogas, together with Associate Professor of Finance John Chalmers, formed the University of Oregon Investment Group to provide practical, hands-on investment experience, and to achieve superior investment results with real money.
  
  D.A. Davidson & Company accepted the UOIG to manage a portfolio of $50,000 in 1999. The D.A. Davidson portfolio enabled the UOIG to manage real dollars and recruit more members. Most importantly, it provided a stepping-stone to a second portfolio.
  
  The UOIG embarked on a bold plan in 2000—develop a second portfolio funded with $450,000. To seed the larger portfolio, UOIG members presented their plan to the UO Foundation, as well as to select investors. The group’s passion, professionalism and past performance managing the D.A. Davidson portfolio proved successful and Lundquist College of Business alumni Roger Engemann, Grant Inman, Greg Houser and Ralph Rittenour provided the initial funding for the Tall Firs portfolio. Along with these four generous individuals, the UO Foundation agreed to have the UOIG manage $250,000.
  
  UOIG is forming a $100,000 all-equity portfolio for investor Howard Svigals. The portfolio will be 50% invested in small capitalization stocks and 50% in large capitalization stocks, and will be benchmarked against a basket of 50% S&P 500 and 50% Russell 2000. Purchasing decisions will be made along with recommendations to the other two portfolios. Fully owned by Mr. Svigals, this portfolio requires tax consideration in its selling strategy and adds educational benefits to UOIG members.
  
  Looking forward, UOIG, in conjunction with the Lundquist College of Business Accounting, Finance and External Affairs Departments, is in the process of securing funding for additional research tools. Subscriptions to Bloomberg Professional Service and the Center for Research in Security Pricing (CRSP) mutual fund database will enable UOIG members to gather data and conduct research in a more efficient manner, allowing the group to achieve its goals of enhancing education and attaining strong financial returns. This will benefit the research process of the UOIG, as well as the Lundquist College of Business community at large.
  
  We believe the key to the success of this group lies in its members. The recipe for good members requires three ingredients: strong academics of motivated students supported by effective mentoring, opportunities to be capitalized, and disciplined actions to guide us through good times and bad. We have learned how to invest in our people perhaps even better than in our financial assets, and what we see now are highly talented individuals. We believe we will see even greater success from the UOIG in the future.

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