Marshall Finance Group
Marshall Investment Fund
Student-managed long-only equity fund
Current scope is limited to TMT, FIG, and Healthcare. Ideas move from sector research to portfolio review and then into IBKR Paper Trading after President sign-off.
About
About the fund
Mandate, governance, and operating model.
Portfolio
Portfolio framework
8-12 positions, 5-12% sizing, 15% cap.
Team
Committee and roles
Committee roster, sector coverage, and contacts.
About
Fund mandate and governance
The fund is currently being formalised as a concentrated long-only equity strategy with clear separation between research generation and portfolio authority.
Sets direction, chairs investment meetings, and signs off on major portfolio changes.
Review fit, concentration, and portfolio impact before capital is allocated.
Owns research quality and analyst development without direct portfolio authority.
Current stage
The structure is intentionally simple at this stage. Simulation is being used to build process discipline before broader expansion in sector or asset coverage.
Coverage
Current research sectors
40%
Healthcare
Largest sleeve
Healthcare is the largest proposed sleeve at 35-40%.
The structure paper cites defensive earnings, lower relative valuations, and recent earnings resilience.
35-40%
Defensive earnings
Lower relative valuations
Research
Recent research
Selected Marshall Finance Group work across current fund sectors, with direct links to published posts and report previews.
Robinhood Markets, Inc. (HOOD)
Retail investing platform with improving monetisation.
The published note frames Robinhood as a differentiated pure-play on retail investing, supported by user engagement, scalable infrastructure, and monetisation across transaction, balance-based, and subscription revenues.
Netflix, Inc.
Recent TMT coverage published through Marshall Finance Group.
Recent Netflix work sits within the group’s TMT research output and is available through the published LinkedIn post and report preview.
Electronic Arts / PIF / Silver Lake
$55B take-private framed around cash flow support and execution risk.
The published analysis grounds the deal price in cash flow and comps, while flagging regulators, culture, talent, and post-close execution as the main tests for the transaction.
Research archive
Further published work is kept on LinkedIn.
The full Marshall Finance Group feed includes additional equity research and transaction analysis beyond the three examples shown here.