About Waterman Partners
Waterman Partners at Brown University provides members with a comprehensive, hands-on education in the principles and practices of small-capital value investing while cultivating a profound understanding of equity markets through advanced analytical, research, and valuation skills.
Our Mission
To provide students with practical investment education through simulated portfolio management, industry expert interactions, and comprehensive training in financial analysis and market research. We prepare our members for careers in finance and investment management through hands-on experience and rigorous academic study.
What We Do
Our organization achieves its educational mission through a multifaceted program that combines theoretical learning with practical application:
- Industry Forums & Lectures - Host prominent speakers from the finance and investment industries
- Hands-on Portfolio Management - Members actively manage simulated investment portfolios through paper trading
- Interactive Workshops - Study groups focused on advanced valuation techniques, market analysis, and financial modeling
- Investment Research - Sector-focused research teams analyzing equity opportunities
Our Structure
Waterman Partners operates with a hierarchical structure designed to provide mentorship and progressive skill development:
Partnership Committee
Four partners who oversee all investments, make final investment decisions, and provide organizational leadership.
Risk Management Team
Senior leaders responsible for portfolio oversight, risk analysis, and ensuring diversification across all investments.
Principals
Experienced members who focus on designated investment sectors, coordinate research efforts, and mentor junior analysts.
Senior Associates & Associates
Members who conduct research, contribute to stock pitches, and support investment decision-making processes.
Training Class
New members participating in our comprehensive educational program, including finance bootcamp and ongoing workshops.
Investment Focus
We specialize in small-capital value investing, working closely with the Brown University endowment to manage real capital raised from alumni and supporters. All investment activities are conducted under university oversight and in partnership with Brown's endowment management team.