University of Southampton

Investment Fund

We created the fund and are now in active discussions to secure real funding from the university. I lead the commodities department, directing a team of analysts to research, model, and implement commodity and commodity-related equities strategies with institutional-grade discipline.

Founder-Led Initiative Commodities Leadership Investment Process Design

Leadership Scope

Built and now run the commodities desk, leading analyst research, factor modeling, and thesis creation. The focus is on fundamental supply-and-demand mapping, macro catalysts, and disciplined risk framing for commodity-linked equities and futures.

Fund Vision

A student-led investment platform that mirrors professional standards: repeatable process, evidence-based decisions, and an emphasis on long-term learning. Our mandate blends deep research with practical portfolio implementation and accountability.

Investment Process

A structured process centered on analyst research, high-quality presentations, and disciplined thesis evaluation.

01

Research

Analysts form a view using macro, industry, and supply-demand workstreams.

02

Modeling

Scenarios are quantified with sensitivity ranges and catalyst timelines.

03

Presentation

Theses are stress-tested via structured investment committee reviews.

04

Evaluation

Live performance is tracked versus the original thesis and risk case.

Strategy Spotlight

Highlights below are extracted from the Commodities Strategy Note (January 2026) and reflect the performance review and structural outlook that inform current positioning.

2025 Performance Review

As of 27 December 2025.

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Total Return +71.34%
Portfolio Value £10,000 → £17,134.47
Key Contributors Gold +£1,561 · Silver +£3,822 · Platinum +£2,525
  • Performance driven by the precious metals rally amid heightened geopolitical risk and risk-off flows.
  • Falling real yields and 2025 rate cuts reduced carry costs for non-yielding assets.
  • Process anchored in research reports, presentations, and group discussions with defined exit scenarios.

Gold and Silver Investment Report

Quantitative evidence and strategic implementation.

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Silver 2025 Gain +65.46%
Gold Price Level > $4,000 per oz
Expected Return 12%–15% (Monte Carlo)
  • Bull case: negative real yields, central bank accumulation, fiscal overextension, and geopolitical fragmentation support gold; silver adds industrial demand from electrification, semiconductors, and photovoltaics amid structural supply deficits.
  • Bear case: real-yield repricing, USD strength, industrial demand shock, or crowded positioning can drive drawdowns and ETF outflows.
  • Process: dual-long exposure across ETFs and miners, sized with Monte Carlo and bootstrap simulations plus a fractional Kelly framework.
  • Risk discipline: exit triggers include 10Y TIPS > 2.5%, gold-silver ratio extremes, speculative longs > +2 sigma, or drawdown > 20%.
  • Relative value: gold-silver ratio analysis shows no statistical basis for mean-reversion trades at current levels.

In Partnership with the University

We are in discussions to secure real capital allocation from the university. The objective is to combine student-led research with institutional-grade governance and a disciplined investment culture.

Focus Commodities
Process Research-led
Stage Funding Talks