About YSIG

Background

The Yale Student Investment Group (YSIG) is the oldest independent undergraduate fund in the country. Founded in 1982, YSIG manages a portfolio of approximately $400,000 in public equities. Over the years, YSIG has consistently grown and diversified our portfolio to generate stable returns. YSIG follows a fundamental value strategy and takes long or short positions across a variety of industries.

For over 40 years, YSIG has been home to driven undergraduates interested in finance

Investment Teams

Investment teams form the core of YSIG’s operations. Each investment team is led by an experienced group head who leads discussions about financial strategy, provides technical training, and facilitates weekly stock pitches to other team members.

For the 2025-2025 academic year, YSIG will have six investment teams: Consumers, Industrials, Natural Resources, Media and Telecom, Small Cap and Special Situations, and Technology.

CONSUMERS

The Consumers Group covers a wide range of consumer-facing sectors including apparel/accessories, food/beverage, transportation/entertainment, and department/discount stores.

SMALL CAP & SPECIAL SITUATIONS

The Small Cap & Special Situations Group invests in companies with a market cap of less than $2 billion. They also find mis-priced assets in situations frequently misunderstood by the general market, including mergers and acquisitions and bankruptcies.

INDUSTRIALS

The Industrials Group focuses on companies that manufacture and distribute capital goods in support of industries such as aerospace and defense, construction and engineering, and electrical equipment and heavy machinery.

NATURAL RESOURCES

The Natural Resources Group focuses on companies involved in the extraction, production, and management of essential natural resources, including energy, chemicals, mining, agriculture, and forestry.

MEDIA & TELECOM

The Media and Telecommunications Group focuses on companies in the fields of media and communications, including television networks and social media platforms.