Capital Allocator Fellowship
Sixteen weeks, a cohort, an analyst team and an investment committee that will not let a weak argument through. Selective entry.
The Fellowship is the end of the public path. It is not a course with a cohort attached — it is a working investment programme where you are assigned to an analyst team, cover a sector, produce original research, defend it to a committee, and manage a book within the simulated fund for a full cycle.
Sixteen weeks, roughly ten hours a week, with a real deadline every week and a committee that pushes back.
Entry is selective. Admission is based on submitted work rather than on credentials, and cohorts are small because the scrutiny is the product.
By the end you will be able to
- Produce original research of a standard that would stand up inside an investment firm
- Defend a position to a committee whose job is to break it
- Allocate capital across a book and live with the consequences over a cycle
- Judge other people's work rigorously and usefully
- Present to an audience of allocators and operators
Curriculum
You are assigned a sector and you learn it properly. Everything afterwards rests on this.
Two full investment cases from your coverage, taken to committee.
You run a book, live with the consequences, and present to an outside audience.