Mar 2026 · $PYPL
PayPal and the Limits of the Decline Narrative
Financials
Sigma Nu ·
Established 2026
Mission
The Epsilon Omicron Fund seeks long-term investment returns above the S&P 500 by owning a concentrated portfolio of strategically well-positioned, durable businesses with competitive moats. In doing so, the fund trains the brothers of Sigma Nu's Epsilon Omicron chapter to become better decision-makers, risk managers, and financial professionals.
Every position is grounded in business quality, free cash flow, and a defensible margin of safety between price and intrinsic value.
Read the investment philosophy →By the Numbers
11
Active Positions
7
S&P 500 Sectors
18 mo.
Target Holding Period
2026
Founded
Selected Research
Mar 2026 · $PYPL
Financials
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Industrials