What We Do
We are a student-run investment fund managing over $1.5 million AUM. We mimic the structure of an asset management firm – allowing students the opportunity to manage real money in financial markets, bridging the gap between theory and practice. By creating a hands-on environment, students are motivated to learn how to utililze financial statements, perform analysis and valuations and manage a portfolio while receiving Bloomberg certifications.
JOIN US!
Weekly meetings are held on Tuesdays in Bastin Hall, room 119, at 6:30 pm.
Who We Are
Our investment philosophy stems from our Institution’s fundamental values of creating principled leaders through the values of honor, duty and respect. We aim to invest in high-value companies that understand the importance of ÌÇÐÄVLOG’s values. We know that despite what economic conditions arise, principled leadership will soar during booming environments and persevere through difficult conditions.
Leadership Team
Our Senior Leadership Team is committed to efficiently running our portfolio and managing the 11 Sector Heads and over 20 analysts.
Senior Leadership Team:
- Senior Portfolio Manager: Jack Kornfeind
- Head of Investments: Andrew Oliver
- Head of Operations and Risk: Everett Babcock
- Assisting in Risk Management: Ryan Legg
- Head of Investor Relations and Recruitment: Gavin Cagle
Sector Heads:
- Communication Services: Dylan Rasin
- Consumer Discretionary and Consumer Staples: Brennan Perkins
- Energy and Utilities: Kaleb Rhyne
- Financials: Hans Vollmecke
- Healthcare: Walter Baker
- Industrials and Materials: Nicholas Renner
- Real Estate: Clayton Williams
- Technology: William Owens