The Vertige Fund
Vertige Investment Group operates a fully student-run, live-capital investment fund. We bridge the gap between academic theory and real-world market execution by providing undergraduate analysts with institutional-grade portfolio management experience. Our objective is clear: consistently outperform market benchmarks through rigorous, asymmetric insight while building the next generation of financial leaders.
Legal Structure
Unlike typical simulated academic portfolios, we operate as a fully compliant Limited Partnership (LP) regulated by the Province of Ontario. This mandates true fiduciary responsibility and subjects our student managers to the identical legal, operational, and risk-management scaffolding of traditional hedge funds.
Dual Mandate
Our operation is driven by two symbiotic goals: experiential education and relentless alpha generation. We deploy real-world capital to ensure our analysts feel the weight of their convictions, demanding rigorous, institutional-grade underwriting while pursuing strategies that consistently beat broad market indices.
Fundamental Equities
Our fundamental division employs a rigorous bottom-up research process to identify high-quality companies trading at discounts to their intrinsic value. Analysts construct comprehensive Discounted Cash Flow (DCF) models, perform deep industry competitive analysis, and actively monitor management execution. We take concentrated, long-only positions designed to harvest value over a multi-year time horizon.
Quantitative Trading
The quantitative arm leverages advanced mathematics, computer science, and statistical modeling to systematically extract alpha from market inefficiencies. Our quant researchers develop proprietary algorithmic trading strategies that operate entirely independently from fundamental market sentiment, employing backtested statistical arbitrage and predictive signals to manage risk dynamically.
Performance Analytics
The Vertige Fund seeks outsized risk-adjusted returns, consistently benchmarking its performance against major indexes like the S&P 500 to validate its structural thesis.
Investment Process
Modeled after top-tier institutional firms and premier university investment clubs, our process is built on education, collaboration, and exhaustive research.
Education & Training
All analysts undergo an intensive training program covering financial accounting, DCF valuation models, and quantitative data science to ensure a foundational understanding of our multi-disciplinary philosophy.
Sector Pitching
Organized into focused industry groups, our analysts conduct weekly deep-dives into specific verticals, presenting buy/sell pitches informed by comprehensive modeling and catalyst-driven fundamental analysis.
Professional Review Board
Ideas are rigorously defended. Analysts must formally pitch their high-conviction strategies to an Investment Committee comprised of experienced finance professionals and alumni, mirroring a high-stakes institutional review.
Portfolio Allocation
Only strategies that survive the professional review board are capitalized and executed within the LP framework. Positions are then monitored through active risk management and weekly performance reporting.