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Investor Letters

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Fall 2025

Fall 2025 was a dynamic season for the Investment Group, marked by five stock pitches and key strategic portfolio decisions. This letter includes the Investment Committee’s statement, featuring a message from our President and Senior PM, highlights from our programs and activities, and a comprehensive portfolio review.

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Winter 2025

Winter 2025 was an eventful season for the Investment Group, with four stock pitches and strategic portfolio decisions. This letter includes the Investment Committee's statement, featuring a word from our President and Senior PM, programs and activities, and a portfolio review.

Fall 2021
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2021 has been a monumental year for the Investment Group with obtaining 501(c)(3) status and opening the Husky Trader portfolio. This letter contains a statement from the Director of the Investment Group, four pitches and their decisions, and the current standings of both the D.A Davidson and Husky Traders portfolios.

Quarterly Outlook Report

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Fall 2025

This letter features the Spring Quarterly Outlook Report from the PM team. The report touches on subjects related to market overviews, tariffs, investor position changes, etc.

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Spring 2025

This letter features the Spring Quarterly Outlook Report from the PM team. The report touches on subjects related to market overviews, tariffs, investor position changes, etc.

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