Skip to main content

Davis Center for Portfolio Management

Davis Center for Portfolio Management

A UD education means learning through discovery and practical experience. In the Richard and Susan Davis Center for Portfolio Management, 60 students from across the University gain real-world portfolio management experience and develop essential leadership skills  each year.

The Center's high-tech investment technology lab is equipped with state-of-the-art financial analysis software that includes Bloomberg, FactSet, Morningstar Direct, and S&P NetAdvantage.

Members of the Davis Center, split into four teams, along with students in the portfolio seminar class manage a portion of the University's endowment, worth $59.9 million as of June 30, 2021. Students invest across sectors and industries in a well-diversified portfolio, utilizing in-depth analysis of the economy as well as equities themselves. 

The Flyer Investments Fund, combined with a separate portfolio managed on behalf of The Dayton Foundation, make the University of Dayton's student-run fund the largest in the country, with nearly $60 million AUM as of June 30, 2021.

Through these experiences, students gain hands-on experience as portfolio managers, reporting semi-annually to the Flyer Investments Fund Advisory Board. Graduates have an extremely high job placement rate and work with some of the most respected investment firms on Wall Street, including BlackRock, Citi, Citadel, Cleveland Research, Credit Suisse, Goldman Sachs, Jefferies, JP Morgan, Morgan Stanley, PIMCO, PNC Financial Services, and William Blair.

 

Quick Facts

$60 million

assets under student management (as of 6/30/21)

#1

largest student-managed investment fund in the country

60

students gain hands-on experience each year

Connect With Us

If you have any questions, comments, or concerns please feel free to contact:

Dan Kapusta, Davis Center Director
937-229-3073
DavisCenter@udayton.edu

CONTACT

School of Business Administration

Miriam Hall
300 College Park
Dayton, Ohio 45469 - 2226
937-229-3731
Email