About Us
History & Mission
Founded in 2003, The Blue Chips is the University of Chicago’s premier investment club. As a group of over 50 active undergraduate members, we manage a $200,000 fundamental value-focused equity portfolio, gifted to us by Greg Wendt (A.B. '83).
Our mission is to provide an authentic value investing experience through the practical application of valuation methodologies and active portfolio management. While TBC provides a stellar foundation for a career in investing or other branches of finance, it is not just a pre-professional organization; the club, comprised of curious, driven student-investors, is a place of continued learning.
Our training begins with our New Member Education curriculum, designed to teach finance and investing fundamentals from scratch; we operate under the assumption that people join the club with no prior knowledge. Afterward, we provide continued development opportunities to all our members through industry presentations, stock pitch competitions, mentorship programs, and events with alumni and employers.
Read more about us in this Wall Street Journal feature from May 2023.
Organization
Analysts are placed into one of seven sectors—Consumers; Financials; Healthcare; Industrials; Natural Resources (NR); Tech, Media, and Telecomm (TMT); and the Portfolio Management Group (PMG).
Every quarter, these small groups, each guided and mentored by a Sector Leader, collaborate to source, research, and model investment ideas within their coverage areas and present a pitch to the Investment Committee.
Process
Admission to the club is selective. We look for highly motivated underclassmen who exhibit both intellectual passion and strong business intuition. That said, we do not expect or favor any prior knowledge of or exposure to finance.
Applicants who are selected to join New Member Education, our one-quarter structured curriculum, are taught valuation and investing fundamentals through lectures and discussion groups led by our leadership members. Upon evaluation, select new members are invited to join the club as analysts, who are then placed into sectors.