Accounting Documents

The aerospace equity coverage division of WUAC that seeks to analyze and identify investable opportunities. We teach the principles of value investing, business analysis, and industry analysis. We invite all first-years and sophomores to apply, regardless of previous experience levels. Our primary goal is to provide students with educational exposure to the growing industries that are Aviation, Space, and Defense.​

The Investment Team meets weekly, and provides multiple opportunities for students to get involved and learn more about A&D investing, including:

1. Learning investing fundamentals, finance and accounting knowledge, and business analysis techniques

​2. Researching potential investment ideas and become an expert in your sector

3. Pitching and discussing different investment theses in club meetings and in stock competitions

INVESTMENT TEAM

Stock Ticker Board
Graphs

Aerospace Portfolio

We construct a mock portfolio based on our analysts' investment pitches to give our team real-world feedback by benchmarking our returns against US equity indices (ex. S&P 500). From January 2021 to December 2021, our holdings were:

1. General Dynamics (GD)

2. Lockheed Martin (LMT)

3. Northrop Grumman (NOC)

4. Trimble (TRMB)

5. Teledyne Technologies (TDY)

6. L3Harris (LHX)

7. Howmet Aerospace (HWM)

8. Raytheon Technologies (RTX)

9. Qualcomm (QCOM)

10. Textron (TXT)

*All investment strategies and investments involve risk of loss. Nothing contained in this website should be construed as investment advice. Any reference to an investment's past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit.

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Application Timeline

Open to all freshmen and sophomores, regardless of prior A&D or investing experience!

*If you have any questions regarding the Investment Team, please reach out by email to:

jerry.xiang.wh22@wharton.upenn.edu, wcurrie@wharton.upenn.edu

Late Night Activities Fair - August 28th

 

SAC Fall Activities Fair - September 1st

Application Due Date - September 19th

Interviews - September 24th to October 1st