MFC Equity

MFC Equity MFC Equity is an investment club that identifies potential sources of alpha by employing a growth investing strategy through bottom-up fundamental analysis.

MFC Equity is a long-only equity investment fund with $150K+ AUM that identifies potential sources of alpha by employing a growth investing strategy though bottom-up fundamental analysis. We are sharing market commentary, interesting articles and our latest investment ideas on this page. More about the investment club:
The fund is pooled by the club’s handpicked partners, who actively manage their

long-only equity portfolio. The club is formed by individuals who study or studied at top British universities. Each member enters the club as an associate, and required to write investment reports on a biweekly basis. Associates are promoted to partners if they obtain a track record that meets MFC Equity's rigorous standards. More about our goals:
Our mid-term strategic goal is to expand our operation by rolling out new clubs in a franchise model at top British universities. Our vision is to create a network of professionals who actively collaborate, share their knowledge, and as a result we can further boost our performance. (Please visit our website to see our current presence.) Disclaimer:
The information on this page is provided by MFC Equity and is intended to provide general information on a particular subject or subjects and are not exhaustive in their nature. Accordingly, the information on this page does not constitute investment or other professional advice, and MFC Equity does not take any responsibility for your investments. Before making any decision or taking any action that might affect your personal finances or business, you should consult a qualified professional adviser.

We are happy to announce that MFC Equity will be hosting a 3-part & workshop by Zeyan Wen, Head of International MFC...
03/07/2022

We are happy to announce that MFC Equity will be hosting a 3-part & workshop by Zeyan Wen, Head of International MFC Equity over the next two months. Please see the poster below on further details of the workshop series, and sign up for our events.

Sessions, each starting at 4 pm (BST):
1. 9th July: Recap of financial statements
2. 6th August: Modelling best practices
3. 20th August: LBO models

Calling all undergrad students at McGill's ESG Stock Pitch Competition. (See link below)According to BlackRock, "Environ...
28/02/2021

Calling all undergrad students at McGill's ESG Stock Pitch Competition. (See link below)

According to BlackRock, "Environmental, social and governance (ESG) integration is the practice of incorporating ESG information into investment decisions to help enhance risk-adjusted returns, regardless of whether a strategy has a sustainable mandate."

ESG is probably the biggest trend in the asset management industry as evidenced by the asset under management (AuM) growth of such strategies. Namely, the AuM more than doubled in less than four years as shown on the picture.

The stock pitch competition is a great way to learn about ESG and to enhance your employability. Highly recommended for all to-be portfolio managers and researchers: https://fb.me/e/3eWmL9xtu

Last week's market commentary:1️⃣Housing inventories at lowest point on record2️⃣European lockdowns extended as mutation...
25/01/2021

Last week's market commentary:

1️⃣Housing inventories at lowest point on record
2️⃣European lockdowns extended as mutations spread
3️⃣Economic activity in the eurozone contracts for third consecutive months
4️⃣Japanese exports increase for the first time in two years
5️⃣China’s economy regains pre-pandemic momentum

Check out the rest via the link:
https://mfcequity.com/articles?uri=1VSNQhoVKdvpH3Wz4t47a2l2NxQCz0xOqd7gyZNxMXrU

Last week's market commentary:1️⃣Biden proposed a $1.9 billion stimulus package2️⃣The Fed sees no rate hikes until infla...
18/01/2021

Last week's market commentary:

1️⃣Biden proposed a $1.9 billion stimulus package
2️⃣The Fed sees no rate hikes until inflation is above 2%
3️⃣European COVID-19 lockdowns extended
4️⃣Political turmoil in Italy and the Netherlands
5️⃣Japan’s economy still growing, says BoJ Governor

Check out the rest via the link:
https://mfcequity.com/articles?uri=1dkxJkaJ_3HcBxQXrR6zjQyFXvzll_0uhq-qDCws8SXA

This year's last market commentary:1️⃣US government passed a stimulus deal2️⃣Household spending falls for first time si...
28/12/2020

This year's last market commentary:

1️⃣US government passed a stimulus deal
2️⃣Household spending falls for first time since April
3️⃣UK and EU agree on post-Brexit trade deal
4️⃣EU imposes tighter COVID-19 restrictions
5️⃣Chinese stocks drop on US tensions

Read the full article via the link:
https://mfcequity.com/articles?uri=1c-ULQNKzp-jK3RCKFqjkFgEGtzXyJ914t2y9tQlzKP0

Last week's market commentary:1️⃣Indices reach new records on vaccine hopes and political optimism2️⃣Joe Biden prepares ...
30/11/2020

Last week's market commentary:

1️⃣Indices reach new records on vaccine hopes and political optimism
2️⃣Joe Biden prepares to nominate Janet Yellen as Treasury Secretary
3️⃣European countries extend coronavirus restrictions
4️⃣Bank dividends could be lifted next year by the ECB
5️⃣Japanese investors drop foreign equities and move into Japanese government bonds

Check out the rest via the link:
https://mfcequity.com/articles?uri=1SVy7myHM5NiPs-rX6XDe0SLATxb0R-fOmfssSippBew

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MFC Equity is a long-only equity investment fund with $90K+ AUM that identifies potential sources of alpha by employing a growth investing strategy though bottom-up fundamental analysis. The club is comprised of nearly 100 individuals with 15+ nationalities who study or studied at top universities in the UK. MFC Equity has physical presence in Cambridge, London and St Andrews as well as an international team. The fund is pooled by the club’s handpicked partners, who actively manage their portfolio reaching an annualised return of 26% since 2015. More about the investment club: The fund is pooled by the club’s handpicked partners, who actively manage their long-only equity portfolio. The club is formed by individuals who study or studied at top British universities. Each member enters the club as an associate, and required to write investment reports on a biweekly basis. Associates are promoted to partners if they obtain a track record that meets MFC Equity's rigorous standards. More about our goals: Our mid-term strategic goal is to expand our operation by rolling out new clubs in a franchise model at top British universities. Our vision is to create a network of professionals who actively collaborate, share their knowledge, and as a result we can further boost our performance. (Please visit our website to see our current presence.) Disclaimer: The information on this page is provided by MFC Equity and is intended to provide general information on a particular subject or subjects and are not exhaustive in their nature. Accordingly, the information on this page does not constitute investment or other professional advice, and MFC Equity does not take any responsibility for your investments. Before making any decision or taking any action that might affect your personal finances or business, you should consult a qualified professional adviser.