NEFS Equity Fund 

The Free Investments group is made up of 6 members including the manager. The members are students from the University of Nottingham who, together, share a passion for the financial markets and in particular equities. The group is a subsidiary of the Nottingham Economics and Finance Society Equity Fund, which is a student-run long only fund covering different sectors.

 

Within Free Investments, the portfolio is heavily invested in medium to high risk shares and focuses on long to medium term investments. ​ The group mainly focuses on medium-term capital growth within a half-year horizon. A small proportion of funds will be allocated towards capitalising on short-term volatility returns with limiting factors. Our investment approach is simple: we analyse companies from a fundamental bottom-up prospective, whilst not forgetting the overall macro picture. We also seek for diversification by industry and geography in order to allow for appropriate risk-adjusted returns.Our mixture of bottom-up and top-down approach is what allows us to make opportunistic investments in companies with compelling performance or in sectors that seem poised to out-perform, positioning us very well to take advantage of both perspectives.

 

We aim to out-perform the benchmark FTSE All-Share index over the course of our investment horizon. We feel that this is an appropriate measure given that the majority of our portfolio will be invested in FTSE companies.