USC Global Investment Society Investment Research team

Investment Research

OVERVIEW

The Investment Research Team

The Investment Research team is the most rigorous and demanding division at GIS. We are a team of 25 Investment Analysts who work together to create thorough investment research reports on a variety of investments. We currently have four investment strategy teams, each specializing in a specific investment strategy. We believe that the best investors are able to approach investment opportunities from a diverse perspective. We expose our analysts to esoteric investment strategies because we believe it is an imperative step toward expanding complex, diverse, and unique perspectives for selecting opportunities, and pursuing a successful finance career.

TEAMS

Our Divisions

Generalist

Pure Alpha covers Long/Short domestic equities. Team members participate in an industry coverage rotation that focuses on the Media, Communications, Industrial, and Consumer Discretionary sectors.

Andrew Wu
Andrew Wu
Portfolio Manager
Avery Duong
Avery Duong
Portfolio Manager

Technology

Pure Alpha Technology covers Long/Short domestic equities. Team members participate in a rotation within the Technology industry, including SaaS, semiconductors, internet, TMT, and IT sectors.

Ming Wang
Ming Wang
Portfolio Manager
Finny Ho
Finny Ho
Portfolio Manager

Global Macro

Global Macro covers International Equities, Credit, Commodities, and Currencies. The focus of this team is to apply macroeconomic principles to identify future volatility across international trade and capital markets.

Saif Shete
Saif Shete
Portfolio Manager
Kabir Anand
Kabir Anand
Portfolio Manager

Special Situations

Special Situations covers investments across Credit, Equities, and Derivatives. The focus of this team is to identify relative value in asset markets relying upon downside protection principles, event-driven market conditions, and recovery opportunities.

Maanav Jethnani
Maanav Jethnani
Portfolio Manager
Daksh Mor
Daksh Mor
Portfolio Manager
WHERE THEY LANDED

Investment Research Alumni Placements

100% Placement Rate

Hover a class year to see placements.

Class of 2027
Alumni Placements
Andy Q. · Technology — Bank of America
Financial Sponsors (IB) · San Francisco
Finny H. · Technology — Perella Weinberg
Technology (IB) · San Francisco
Dmitri V. · Technology — Houlihan Lokey
FinTech M&A (IB) · Los Angeles
Daksh M. · Special Situations — Oaktree
Performing Credit · Los Angeles
Vincent P. · Special Situations — J.P. Morgan
Credit · Los Angeles
Johnson W. · Global Macro — Vista Equity Partners
Private Equity · Austin
Brian V. · Global Macro — J.P. Morgan
Consumer (IB) · Los Angeles
Tina W. · Global Macro — TCW
Fixed Income · Los Angeles
Ella K. · Generalist — Goldman Sachs
Healthcare (IB) · New York City
Bryce H. · Generalist — Perella Weinberg
Generalist (IB) · New York City
Luke T. · Generalist — Houlihan Lokey
Restructuring (IB) · Los Angeles
Class of 2026
Alumni Placements
Arman A. · Technology — Moelis & Co.
Generalist (IB) · Los Angeles
Patris R. · Technology — Morgan Stanley
Technology (IB) · Menlo Park
Shannon C. · Technology — Temasek
Investments · Singapore
Madhav M. · Special Situations — Millennium
Global Equities · New York City
Aditya V. · Special Situations — Ares
Direct Lending · Los Angeles
Daniel G. · Special Situations — Province Firm
Restructuring Advisory · Los Angeles
Arthur K. · Special Situations — J.P. Morgan
Mergers & Acquisitions (IB) · New York City
Lucas D. · Special Situations — Greenhill
Restructuring (IB) · New York City
Luca S. · Special Situations — Bank of America
Technology (IB) · Palo Alto
Siddhant U. · Special Situations — Santander
Sponsors / LevFin (IB) · Los Angeles
Andrew L. · Global Macro — J.P. Morgan
Financial Institutions (IB) · New York City
Joe L. · Global Macro — Baird
Restructuring (IB) · New York City
Jason S. · Global Macro — RBC
Technology (IB) · San Francisco
Dara A. · Global Macro — Collaborative Capital Advisors
Investment Management · New York City
John H. · Global Macro — Huber Capital
Investment Management · Los Angeles
Jake H. · Healthcare — Centerview
Healthcare (IB) · San Francisco
Fiona K. · Healthcare — Lazard
Healthcare (IB) · San Francisco
Kevin T. · Industrials — KKR
Real Estate Private Equity · San Francisco
Stanley Z. · Generalist — Jane Street
Trading · New York City
Samay B. · Generalist — Cowen
Biopharma (IB) · New York City
Akshata S. · Generalist — HSBC
Investment Banking · New York City
Jake N. · Generalist — J.P. Morgan
U.S. Equities · New York City
Owen Y. · Generalist — Areta
Digital Assets (IB) · London
Krissa Y. · Generalist — Nomura
Private Credit · New York City
Class of 2025
Alumni Placements
Cindy Y. · Technology — Bank of America
Technology (IB) · Palo Alto
Sanjana C. · Real Estate — Marathon Capital
Energy (IB) · Chicago
Rohan V. · Generalist — J.P. Morgan
Sponsors M&A (IB) · New York City
AJ W. · Generalist — Perella Weinberg
Technology (IB) · San Francisco
Class of 2024
Alumni Placements
Ethan N. · Special Situations — PJT Partners
Restructuring (IB) · New York City
Max R. · Special Situations — Blackstone
Private Equity · New York City
Luca N. · Special Situations — Brookfield
Asset Management · New York City
Prathik M. · Special Situations — BlackRock
Private Equity · Princeton
Alexander M. · Special Situations — Greenhill
Restructuring (IB) · New York City
Deniz A. · Special Situations — Tidal Partners
Technology (IB) · New York City
Jusleen H. · Special Situations — Citi
Natural Resources (IB) · New York City
Vincent F. · Special Situations — Mandala Space Ventures
Venture Capital · Pasadena
Rhett M. · Global Macro — LPL Financial
Wealth Management · San Diego
Jordan M. · Global Macro — Morgan Stanley
Technology (IB) · Menlo Park
Mirza M. · Global Macro — Bank of America
Life Sciences (IB) · San Francisco
Blake D. · Generalist — Mizuho
Technology, Media, Telecommunications (IB) · San Francisco
Class of 2023
Alumni Placements
Ethan F. · Technology — Goldman Sachs
Technology, Media, Telecommunications (IB) · San Francisco
Anton K. · Technology — Guggenheim
Investments · New York City
Ruben G. · Special Situations — Qatalyst
Technology (IB) · San Francisco
Tushar G. · Global Macro — J.P. Morgan
Mergers & Acquisitions (IB) · San Francisco
Cody I. · Global Macro — StepStone Group
Private Markets · San Diego
Ezekiel Y. · Energy — Conventus
Capital Markets · San Francisco
Vincent F. · Real Estate — Mandala Space Ventures
Venture Capital · Pasadena
Class of 2022
Alumni Placements
Tal D. · Special Situations — Blackstone
Credit · New York City
Taylor A. · Global Macro — MUFG
Project Finance (IB) · Los Angeles
Krish A. · Generalist — J.P. Morgan
Diversified Industries (IB) · New York City
Stanley W. · Generalist — Morgan Stanley
Equity Research · Hong Kong
PUBLICATIONS

Our Publications

Special Situations
Audi Revolut F1 Team
Structured Hybrid Capital Facility
Generalist
Long Omega Healthcare Investors (NYSE: OHI)
Short Sabra Healthcare REIT (NASDAQ: SBRA)
Global Macro
iShares Russell 2000 ETF (NYSE: IWM)
Put Debit Spread
Technology
Veeva Systems (NYSE: VEEV)
Overweight
Special Situations
New Fortress Energy (NASDAQ: NFE)
Long Debt / Short Equity
Generalist
Long Firefly Aerospace (NASDAQ: FLY)
Short Rocket Lab Corp (NASDAQ: RKLB)
Global Macro
Long 10-Year TIPS
Short 10-Year Treasury Bond
Healthcare
IQVIA (NYSE: IQV)
Overweight
Technology
Long Coinbase (NASDAQ: COIN)
Short Circle (NYSE: CRCL)