Our Investment Portfolio
We will manage a conservative investment fund oriented for long-term income generation. The fund will consist of diversified, investment-grade fixed income and equity securities. We meet all fiduciary requirements as specified by investors. Risk is mitigated through consistent assessment and oversight by the risk management team, thus ensuring the Leeds Investment & Trading Group’s sustainability for long-term growth. Capital gains are liquidated on an annual basis for contribution to a dedicated Leeds School of Business undergraduate scholarship.
The following is a live spreadsheet of holdings made in our last fiscal year of active management. Current holdings can be accessed upon request.