The document summarizes information about the Atkins Investment Group, a student-run investment group at the University of New Hampshire that oversees the Wildcat Fund. The fund has $215,000 in assets under management and seeks to maximize long-term returns relative to the S&P 500 benchmark through fundamental research and identifying undervalued companies. The group is comprised of 41 undergraduate students from various majors with an average GPA of 3.6.

1. • Exceptional academic record
• Excellent problem solving and analytical abilities
• Strong work ethic and a drive for perfection
• Strong quantitative and technical / computer skills
• Effective oral and written communication skills
• Solid leadership and interpersonal skills
• Ability to perform under deadline pressure
ATKINS INVESTMENT GROUP
Atkins Investment Group is a student-run investment group overseeing the Wildcat Fund at the University of New Hampshire. The
fund is comprised of 41 undergraduate students at the University of New Hampshire from a variety of majors. The Wildcat Fund
launched on March 1, 2005 with $40k from a donation by Gerald Atkins. The group composition is currently 35% seniors, 45%
juniors and 20% sophomores with an average GPA of 3.6/4.0.
Information as of March 6, 2015
GROUP OVERVIEW
FUND OVERVIEW
The Fund’s investment objective is to maximize
long-term, risk-adjusted returns relative to the S&P
500 benchmark through the creation and
management of a diversified portfolio. The group
employs a top-down fundamental research process
designed to repeatedly identify and investigate a
specific thesis related to the global macroeconomic
environment and look for the best risk/reward
within individual sectors and industries to reflect
such thesis in the portfolio. This top-down
approach is combined with an in-depth, bottom-up
analysis of individual companies to uncover
undervalued investments and identify the metrics
that will drive price realization. The Group’s risk
management process is designed to enable the fund
to weather periods of volatility until research is
proven right or wrong, causing alpha, rather than
beta, to be the primary driver of performance.
ANALYST ROLE REQUIREMENTS
GENERAL INFORMATION
Strategy Fundamental Long Equity
Regional Focus United States
AUM $ $215,000
Fund Inception March 1, 2005
CONTACT INFORMATION
Nick Bagley
Director of Recruiting
Email: Nlb2019@unh.edu
John Schwartz
President
Email: Jmu363@unh.edu
TOP TEN HOLDINGS
1 Apple Inc
2 American International Group
3 Becton Dickinson, Co
4 Blackstone Group LP
5 Halliburton Co.
6 Comcast Corporation
7 Hain Celestian, Inc
8 Take-Two Interactive
9 Proctor and Gamble
10 Capital one Financial
WHERE HAVE STUDENTS GONE

2. ATKINS INVESTMENT GROUP
Sector Research:
• Energy
• Materials
• Industrials
• Consumer Discretionary
• Consumer Staples
• Health Care
• Financials
• Information Technology
• Telecommunication Services
• Utilities
• Portfolio Strategy & Macro
ORGANIZATIONAL STRUCTURE
Officers:
• President
• Portfolio Manager
• Executive Vice President
• VP Operations
• VP External Affairs
ANALYST ROLE – DESCRIPTION
• Meet twice weekly (Tuesday & Thursday from 12:40–2:00) to discuss existing and potential investments.
• Present recommendations to entire group two times per semester.
• Work closely with the Portfolio Manager, Strategy team and other sector analysts to help analyze potential investments and oversee sector holdings.
• Track, monitor and maintain information including company history, news releases, earnings reports and conference calls, sector and industry news and research.
• Build financial, earnings and valuation models to support investment recommendations.
• Present investment analyses and recommendations to entire group.
WHERE HAVE STUDENTS GONE
• Alliance Bernstein
• Bank of America Merrill Lynch
• Barclays Capital
• Boston Consulting Group
• Cambridge Associates
• Canaccord Genuity
• Clayton, Dubilier & Rice
• Deutsche Bank
• Eaton Vance
• Ernst & Young
• Fidelity Investments
• GE Capital
• Goldman Sachs
• JAT Capital Management
• Liberty Mutual
• Morgan Stanley
• Nomura Securities International
• PIMCO
• Prime Buchholz & Associates
• Raytheon Company
• SAC Capital Advisors
• State Street Bank & Trust
• The Boston Consulting Group
• Thomas Weisel Partners
Companies where AIG students have either had summer internships and/or
permanent employment
ANALYST ROLE – QUALIFICATIONS
• Exceptional academic record
• Excellent problem solving and analytical abilities
• Strong work ethic and a drive for perfection
• Team player, self-motivated and entrepreneurial
• Strong quantitative and technical / computer skills
• Strong data management and research skills
• Effective oral and written communication skills
• Solid leadership and interpersonal skills
• Ability to perform under deadline pressure
• Superior attention to detail