Winning Portfolios

04.08.2013 | Campus and Community, Business

Six teams of finance students who learn by managing real money distinguished themselves in the University of Dayton's 13th annual international student portfolio competition.

The student-managed investment funds were honored in the competition, held in conjunction with the RISE 13 investment forum April 4-6, sponsored by the University of Dayton in association with the United Nations Global Compact.

The funds recognized represent first-place winners in each of six investment style categories:

Growth: Student Investment Management Group — New Jersey City University, Jersey City, N.J., Bernard McSherry, advisor.
Value: Undergraduate Student Portfolio  — California State University, Northridge, Northridge, Calif., G. Michael Phillips, advisor.
Core: Trostle Investment Portfolio — Elizabethtown College, Elizabethtown, Pa., Randy Trostle and Emma Neuhauser, advisors.
Balanced: SIAS Fund — Simon Fraser University, Vancouver, British Columbia, Derek Yee, advisor.
Alternative:  Green & Gold Fund — University of Alabama at Birmingham, Birmingham, Ala., Jacob Gelber, advisor.

Fixed Income: Roland George Fixed Income Fund — Stetson University, DeLand, Fla., K.C. Ma, advisor.

More than 200 programs nationwide allow students to make investment decisions with real portfolios. Although the University of Dayton's team does not enter the competition because of the University's sponsorship, students through the Davis Center for Portfolio Management have responsibility for managing $16 million of the University's endowment.

RISE (Redefining Investment Strategy Education), is the world's largest and longest-running student investment forum. RISE brings internationally known leaders in the finance industry to the University of Dayton to share their perspectives on economic and market trends, forecasts and critical issues with students, faculty and professionals. Visit http://www.udayton.edu/business/rise.
For more information, contact Peggy Nicodemus at mnicodemus1@udayton.edu.