Our Mission

Founded in 2017, the Holy Cross Equity Research Club serves as the College’s premier student-run investment organization. The club bolsters the College’s liberal arts education by developing literacy in the financial services industry. With a culture of teamwork and personal growth through competition, the fund provides a rigorous training program to prepare students for internships and employment beyond their time at Holy Cross. 

We offer a semester-long structured training program that focuses on asset valuation, equity research, and portfolio management. Trainees complete a case study and interview with senior leaders to gain full membership in the fund. After gaining full admittance, new members join one of our three sector coverage groups: Consumer Products, Industrials or TMT. 

Each of these coverage groups create pitches throughout the semester on their chosen equities. We compile our data primarily using Morningstar and our fund’s Bloomberg Terminal. After developing thorough and compelling presentations, our analysts compete at different pitch competitions around the country, gaining valuable professional experience in the process. After graduation, many of our members take their HCERC experience to work at top firms in the financial services industry.