• Manage over $1.5 million real money
  • 6 credit course spanning 2 semesters
  • 28 student managers (14 analysts and 14 portfolio managers)
  • Day to day monitoring of portfolio and diligent risk management
  • Decisions solely made by students – Portfolio managers vote to accept or reject investment pitches at their sole discretion
  • Sector focused roles to promote deep coverage and due diligence
  • Team split by equities and macro coverage
    • Equities are grouped based on S&P Sector breakdown
      • Technology and Telecom
      • Industrials
      • Financials
      • Utilities
      • Materials
      • Energy
      • Consumer Discretionary
      • Consumer Staples
      • Healthcare
    • Macro team split by products and asset classes
      • Fixed Income
      • Foreign Exchange
      • Real Estate
      • Commodities
      • Emerging Markets