Investment Research
Overview
We currently have over 30 investment analysts that create research reports on a variety of market segments & products, including: stocks, bonds, commodities, and other macro trends.
To learn more about specific investment division strategies, please see the descriptions below.
If you have any questions or would like to contact the investment research team, please reach out to invest@usc.edu.
Our Strategies
Pure Alpha I
Pure Alpha (PA) covers Sector Agnostic Long U.S. Equities. The focus of this team is to identify domestic opportunities across the growth and value spectrum throughout the market. In stock picking, the emphasis will fall heavily on financial analysis and growth strategy analysis.
Global Macro
Global Macro (GM) covers International Credit (Corporate + Sovereign), Commodities, Equities, and Forex. The focus of this team is to apply macroeconomic principles to identify future volatility across international trade and capital markets. Investments will heavily rely on event-driven mispricing and market movement.
Special Situations
Special Situations (SS) covers Global Alternative Investments across Credit, Equities, and Derivatives + Sector Agnostic Long/Short U.S. Credit. The focus of this team is to identify relative value in asset markets. Investments will rely upon downside protection principles, event-driven market conditions, and recovery opportunities.
Pure Alpha II
Pure Alpha (PA) covers Sector Agnostic Short U.S. Equities. The focus of this team is to identify domestic opportunities across the growth and value spectrum throughout the market. In stock picking, the emphasis will fall heavily on financial analysis and growth strategy analysis.
Quantitative Strategies
Quantitative Strategies (QS) deploys quantitative methods to highlight investment opportunities in equity, commodity, and derivative markets. The strategy, driven by data and an understanding of historical trends, will also rely heavily upon understanding behavioral patterns in investors under an event-driven framework.
Infrastructure & Real Estate
Infrastructure & Real Estate (IRE) covers a Real Asset focused investment strategy looking to identify attractive opportunities across the spectrum of property level to large-cap REITs. Teams will utilize top-down analysis across Multifamily, SFR, Office, Industrial, and Retail projects to identify mispriced assets.
Impact & ESG
Impact & ESG (IE) covers Multi-Asset investment strategy emphasizing upon identifying investment opportunities with outsized environmental and social governance exposure and benefits. Teams will identify opportunities with strong ESG-adjusted return profiles across both domestic and international markets.
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