Welcome to Investment Fund

Conducting real investment research, equity analysis, and advanced valuation methods to create tailored recommendations to help meet portfolio objectives.

Sector Coverage

  • Technology, Media, Telecom TAMID at Northeastern

    Technology, Media, Telecommunications

    The technology, media, and telecom (TMT) sector is an industry grouping that includes companies focused on new technologies. Companies in this industry focus on hardware, software, media, and telecom.

  • healthcare TAMID at northeastern

    Healthcare

    The healthcare sector consists of businesses that provide medical services, manufacture medical equipment or drugs, provide medical insurance, or otherwise facilitate the provision of healthcare to patients.

  • Software & Semiconductors TAMID at Northeastern

    Software & Semiconductors

    The software and semiconductor sector focuses on companies that create the components found in thousands of products such as computers, smartphones, appliances, gaming hardware, and medical equipment.

  • Consumer & Retail TAMID at Northeastern

    Consumer & Retail

    Consumer & Retail focuses on equity research on companies in the food and drink, consumer goods, luxury and retail sectors. Consumer goods are segmented into consumer staples (or consumer non-cyclical) and consumer discretionary (consumer cyclical).

What Do Investment Fund Members Gain?

Financial Modeling

Fund members develop deep financial modeling skills from their consistent construction of complex financial models to evaluate potential investments and forecast performance. Analysts develop their ability to build intricate financial projections and analyze investment opportunities.

Analytical Thinking Skills

Members get the opportunity to hone in analytical thinking skills, regularly dissect financial data, assess market trends, and analyze investment opportunities. Through this hands-on experience, our Fund members learn to apply analytical thinking systematically, equipping them with valuable decision-making abilities in the world of finance.

Accounting Skills

Fund members develop strong accounting skills from their consistent exposure to financial reports and assessing the financial health of a company. This hands-on experience enables participants to gain practical expertise in accounting principles, a valuable asset for financial analysis and decision-making.

Writing Skills

Through Fund, members develop strong writing skills, including consistent practice in articulating comprehensive investment reports, research findings, and persuasive proposals. As Fund members refine their writing abilities, they gain the proficiency to communicate complex financial ideas clearly and convincingly.

Microsoft Excel and Powerpoint

Fund members develop proficiency in Microsoft PowerPoint and Excel, frequently utilize these tools to create comprehensive investment presentations and perform data analysis. Through active involvement in crafting financial models and pitch decks, members enhance their Microsoft Office skills.

Public Speaking

Throughout the semester, Fund members practice the skill of public speaking within through the frequent practice in articulating complex financial concepts and investment strategies to other members. We present analyses and recommendations, and through this practice, cultivate confidence and the ability to convey financial insights effectively.

Testimonials from the Fund Community

  • "Participating in the Investment Fund taught me invaluable lessons about financial modeling, equity analysis, and pitch creation that I would never have obtained in the classroom. The fundamental techniques I learned about understanding the strengths and weaknesses of a business helped me stand out in the recruiting process for my two co-ops and developed my critical thinking abilities."

    Michael Redko, Spring 2022

  • “The TAMID Investment Fund opened up avenues into investment banking that would otherwise have been extremely difficult to obtain. I acquired both interview and practical skills relevant to the field of high finance during my time in the Fund.”

    Gary Shetye, Alumni ‘23

  • I joined TAMID looking to get a better understanding of what I wanted to pursue for a career. From that perspective, the investment fund crushed my expectations. Through four years serving as an analyst, lead analyst, and director in the fund, I formed an incredible network of like-minded learners, developed skills my classes weren’t teaching me (but employers were demanding), and set myself up to pursue my dream job in Investment Banking.

    Jeffrey Wallace, Alumni ‘23

  • "TAMID's Investment Fund equipped me with the skills to effectively communicate market research and tailor it to the needs of investors. During my first co-op, I knew what to look for and where to find it, which enhanced both efficiency and the quality of deliverables for our clients. I can safely say the fund gives you a huge competitive edge in the real-world."

    Arushi Bhatia, Fall 2021

Investment Fund Leadership

  • Sonia Bhattacharyya TAMID at Northeastern

    Sonia Bhattacharyya

    VP of Investment Fund

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  • Michael Redko TAMID at Northeastern

    Michael Redko

    Co-Director of Fund Programming

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  • TAMID at Northeastern Megan Avdoo

    Megan Avdoo

    Co-Director of Fund Programming

    Connect
  • Brett Netkin TAMID at Northeastern

    Brett Netkin

    Co-Director of Tech and Professional Development

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  • TAMID at Northeastern Ashna Jain

    Ashna Jain

    Co-Director of Tech and Professional Development

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  • Nikkita Pandey TAMID at Northeastern

    Nikkita Pandey

    Director of IFC

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Interested in exploring Investment Fund further?

All new TAMID recruits go through a semester of education where they are exposed to the fundamentals of business, networking, finance, and consulting. This provides a low-risk environment for TAMID members to learn while exploring the different TAMID track offerings.