SEPTEMBER 2026  ·  ISSUE 01

Inside This Issue

We have now reached the end of our first month of the academic year, and I am incredibly pleased with how things are progressing with the society.

Just this month we held an introductory meeting, a joint guest speaker event with UoE’s Business Society, and two busy socials which were all greatly successful.

Furthermore, we now have over 45 fund analysts, and our first workshop is being held next Tuesday. This marks the beginning of the lead-up to our end-of-semester stock pitches and I can’t wait to see what you all come up with. 

Read on to find out what we have planned for the next month, but with Halloween marking the end of October I can assure you we have some big plans in the works.

Performance

As you may already know, we are starting from scratch this year with our portfolio. Once we get things rolling, this section will include details of all the new investments we have made in the last stock pitch. 

To track our fund’s performance against the market, we will also include a table which displays our returns on a year-to-date basis and versus the previous month, benchmarked against the S&P500 and the FTSE100.  

Amir, our Head of Fund, will be responsible for writing this section in future and will also include a brief description of economic conditions which have an impact on the fund’s performance.

Upcoming events

We have 5 events planned for October, listed below in chronological order

Workshop 1 
6^th October, 18:00 – 19:00, LT2 
Description: The first workshop for analysts where you will be organised into teams, given information on conducting market research and creating a story about a firm. This event will be hosted by the Fund Team. 

Pub Golf w/ Stirling University Student-Managed Investment Fund  
9^th October, 19:00 – Late, starting at Three Sisters 
Description: Stirling University student investors will be joining us in Edinburgh for an evening of pub golf, where we travel between city centre pubs in teams attempting to finish our drinks in ‘par’. An excellent networking opportunity to get to know some of our counterparts from down the road. 

Workshop 2 
13^th October, 18:00 – 19:00, LT2 
Description: TBC 

Workshop 3 
27^th October, 18:00 – 19:00, LT2 
Description: TBC 

Halloween Costume Karaoke 
30^th October, 19:00 – Late, Location TBC 
Description: We’re wrapping up a busy month with a costumed karaoke event for society members. Details confirmed closer to the time but there will be a prize for the best costume! 

I hope that you have all been enjoying the events so far, it does require a lot of work on our part but we want to make sure you make the most of your time here. 

As always, if you have any suggestions or concerns, please feel free to email us at investment.society@hw.ac.uk or speak to one of the committee members directly. 

We look forward to seeing you at this month’s events! 

Yours sincerely, 

The Investment Society committee  

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