Prepared by Mikayla Blomquist ‘27, Quinn Dunkle ‘27, Hayley Kelleher ‘28, Kaitlyn Toner ‘29 Company Overview Centessa Pharmaceuticals (NASDAQ: CNTA) is a clinical-stage biotechnology company headquartered in Boston and London, founded in 2021. The company follows an “asset-centric” R&D model, meaning each therapeutic program operates semi-independently under its own leadership team. This approach increases agility, reduces…
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prepared by Icaro Gouveia de Meira Lins, Tung Nguyen, Esau Benites, Aidan McCarthy, Erik Lin, Avigya Paudel, and Viet Minh Hieu Nguyen Company Description Cameco Corp (CCJ) is a Canadian large-cap uranium mining company headquartered in Saskatoon, Canada with a valuation of $30.33 billion as of June 19th, 2025. It was established in 1998 with the…
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The Fixed Income Fund will allocate $100,000 across three sectors: U.S. Treasuries, corporate bonds, and securitized credit. U.S. Treasuries (34%) Investing in U.S. Treasuries provides unparalleled safety and stability, given their AAA credit rating and backing by the U.S. government. The selected portfolio includes a 5-year Treasury bond with a 3.5% coupon and a Yield…
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The Union College Student Investment Fund (SIF) is excited to announce the launch of its first-ever Fixed Income Fund. The SIF was established in 1986 through the gift of Heinz and Ruthe Eppler to give Union students “the opportunity to gain experience in … the management of an investment portfolio.” During its nearly 40-year history,…
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This research note was prepared by Hailey Chulamorkodt, Aleena Kuriakose, Winston Lee, Muntaha Raza, Mridula Shanker I. Introduction Pfizer is a pharmaceutical company renowned for innovative research and development of new drugs and therapies. The company has significantly advanced healthcare by discovering treatments for a wide range of conditions, including infectious disease, cardiovascular disease, and…
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Ferrari (NYSE: RACE) is known as a symbol of luxury, performance, and exclusivity. Since its first car in 1947, it has defined the racing and automotive industry. The Maranello, Italy-based company continues to make the most sought-after vehicles and has successfully shaped itself as a luxury brand (source) . Overview Ferrari operates at the intersection…
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Last week, the members of the SIF had the pleasure of hosting Union trustee Tom Coleman (class of 1988). Mr. Coleman captivated his audience with stories of a street-style basketball shoe brand that he founded in the early 1990s; his part-time job at a hedge fund while attending Columbia Business School; and his experience of…
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What is BYD? BYD stands for “Build Your Dreams”. It is a Chinese manufacturer of electric and hybrid vehicles with sales in Asia, Latin America and Europe. It was founded by Wang Chuanfu in 1995 in Shenzhen, China where it is headquartered. BYD started as a battery-making company but transitioned into the electric vehicle market…
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What is Prologis? According to its 2023 annual report, “Prologis is the global leader in logistics real estate with a focus on high-barrier, high-growth markets.” The logistics real estate sector provides warehouse distribution and fulfillment centers to streamline supply chains and meet the demands of both traditional and online commerce. Prologis develops and manages these…
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On April 3rd, the Student Investment Fund had the honor to host David A Katz (Union Class of ‘84), President and Chief Investment Officer of Matrix Asset Advisor, a firm David co-founded in 1986. David has an MBA from NYU, is a CFA charter holder, and appears frequently as a guest on CNBC (e.g. here…
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