1. Possible Universe Consideration: VVI consists of several investment desks including technology, healthcare, industrials, communication, energy, consumer goods, and real estate. Investment teams will limit their search to publicly traded companies based in the U.S. that fall within their select coverage category.

2. Company Screening: To limit the universe of possible equities, teams will search for several desirable companies using a variety of screening criteria. Following initial research, the team will meet and choose a specific business to begin their investment pitch.

3. Investment Pitch: Each week, a team will present a thorough investment pitch during our fund meetings. These pitches are completed over 3-4 weeks and are designed to approach investments with a rigorous combination of quantitative and qualitative analysis. View select example historical VVI stock pitches below.

4. Anti-Pitch & Discussion: Every buy pitch will have an associated anti-pitch. This added system provides a contrarian view of the business and a need for deep diligence prior to the pitch on the part of the pitch team. Following the anti-pitch, the general club will ask questions, discuss, and verbally debate before voting on the pitch.

5. Investment Decision: Pitches are thoughtfully and honestly discussed between the whole club, the investment committee, and our executive board before making an investment decision. If approved, the stock will promptly be added to the portfolio.