SIG
Student Investment Group members outside the Lutgert College of Business

About Us

A research organization run entirely by undergraduates.

Who We Are

Built on a rigorous investment process and constant improvement.

The Student Investment Group brings together undergraduates from across Florida Gulf Coast University who share an interest in markets, valuation, and long-term investing. Members join a sector group, learn the fundamentals of financial analysis, and work in small teams to produce original research on publicly traded companies.

Every semester follows the same rhythm: an education series covering accounting, valuation, and industry analysis; sector meetings where members debate coverage; and a formal pitch night in front of the club, faculty, and invited practitioners. Selected investments are added to the SIG portfolio.

Beyond research, SIG serves as a professional development pipeline. Alumni and industry mentors work with members on resumes, technical interviews, and recruiting timelines for roles in investment banking, asset management, and corporate finance. Many SIG members (when eligible) are also Eagle Fund students, where they manage over $1 million of endowment capital. The Eagle Fund's pitch competitions are frequently won by teams comprised of SIG members.

Coverage

Five Sector Groups

Each group is led by a portfolio manager and maintains a live coverage list, publishing updates throughout the academic year.

01

Technology & Communications

Software, semiconductors, and platform businesses.

02

Energy

Upstream, midstream, utilities, and integrated energy companies.

03

Consumer

Retail, consumer staples, discretionary brands, and hospitality.

04

Industrials & Real Estate

Capital goods, transports, infrastructure, and real estate investment trusts.

05

Healthcare

Providers, medical devices, life sciences, and pharmaceuticals.

Training

New Member Training

New to investing? New SIG members receive an 8-week training session where they learn the basics of investment research. During pitch day, new members present an investment recommendation to the committee.

01

Introduction to Markets

02

Financial Statements 101

03

What Makes a Good Company?

04

How Do We Value Companies?

05

Valuation, Continued

06

Generating Investment Ideas

07

Managing a Portfolio and Considering Risk

08

Capstone Pitch

SIG members at a national student investment conference
MEMBERS AT THE UNIVERSITY OF MICHIGAN'S ENGAGE UIC COMPETITION
Members presenting a stock pitch in the FGCU financial markets lab
Pitch night — Lutgert College of Business
SIG members accepting a third place award at the Student Managed Investment Fund Consortium South
Third place, SMIFC South poster competition
SIG members at a team dinner
Team dinner after the semester's final pitch

Interested in joining?

Applications open at the start of each semester and are reviewed on a rolling basis.