Growth Fund I
Growth Fund I
22 positions. Value‑growth, fundamentals‑first.
Fund I — YTD
−3.00%
vs S&P 500 −4.10%
Outperformance
+110bps
Above benchmark
Year‑to‑date returns, reported alongside the S&P 500.
22 positions. Value‑growth, fundamentals‑first.
Launched Q2 2025. Concentrated equity plus ETF exposure.
| No. | Holding | Ticker | Fund | Gain Since Inception |
|---|---|---|---|---|
| 01 | Apple Inc. | AAPL | Fund I | +520.01% |
| 02 | Meta Platforms | META | Fund I | +405.77% |
| 03 | Celestica Inc. | CLS | Fund II | +285.01% |
| 04 | S&P Global | SPGI | Fund I | +244.85% |
| 05 | JPMorgan Chase | JPM | Fund I | +243.17% |
Full holdings list available to alumni — reach out to request access. As of March 2026.
Banking, private equity, hedge funds, consulting. Classes of 2024–2027.
Raising funds each semester for St. Jude Children's Research Hospital.
This semester, the board will deliver a check to St. Jude in person. Alumni interested in matching the contribution are encouraged to reach out.
Performance, activity, and program news — circulated to the alumni list.
Engage with the next class.
Get paired one‑on‑one with a current member preparing for investment banking, private equity, or hedge fund recruiting. Share your experience working in the industry and navigating the recruiting process. Cadence is flexible — most mentors do one or two calls per month.
JoinCo‑presidents respond personally within 48 hours.
Beta Sigma Investment Group
USC TKE Beta Sigma Chapter
University of Southern California
Los Angeles, CA