How the Fund is Managed

The fund is managed by student analysts through a series of classes (FIN 425 and FIN 426) which covers the fall and spring terms. These classes provide the select group of student analysts the opportunity to gain valuable hands-on experience in security research, asset valuation, asset allocation, and portfolio management as fiduciary fund managers of an actual investment portfolio.

Students work in teams having responsibility for specific sectors of the economy. Additionally, students take on individual tasks, such as: chief administrator, operations manager, economist, equity trader, bond trader, technology officer, database coordinator, and statistician. Within this framework students are expected to research investment opportunities, generate investment ideas, and propose buy, sell, or hold recommendations based on their analysis. The class votes on all recommendations. Portfolio decisions must follow the framework spelled out in the Investment Policy Statement.

Reports

• Holdings Reports: Holdings reports detail the individual stock holdings of the Rebel Investment Group fund and will provide statistics on each. Contact Michael Sullivan for questions regarding the portfolio's holdings.
• Performance Reports: Performance Reports compare the fund's performance to its benchmark, the S&P 500, and also provide performance statistics. The report is broken into three sections: performance summary, snapshot report, and performance by security. Contact Michael Sullivan for questions regarding the performance reports.