Davis Center for Portfolio Management

The Davis Center is home to the The Flyer Investments Fund, a 100% student-managed portfolio administered by 80 undergraduate students. Each academic year, six student leaders  (three seniors and three juniors) are responsible for leading one of the Center's economic sector teams.

2025-26 student leadership team

• Andrew Kohnen ('26): Senior Manager, Industrial Sector Team Leader
• Chase Kern ('27): Associate Manager, Health Care Sector Team Leader
• Mike Kondritz ('26): Associate Manager, Consumer Sector Team Leader
• Xavier Martin ('26): Associate Manager, Economics Team Leader
• Will Otterbein ('27): Associate Manager, Technology Team Leader
• Declan Wrenn ('27): Associate Manager, Financial Sector Team Leader

Consists of 12-16 seniors from the School of Business Administration, enrolled in the course FIN 493 (Seminar in Investments). These students make all buy and sell decisions for the portfolio.

Each semester, the team presents to the Flyer Investments Advisory Council on the portfolio’s performance, positioning and trading activities that have transpired in the interim.

Provides a top-down view of the markets for the Flyer Investments Fund, monitoring key economic indicators and relevant current events to inform the creation of an Equity Outlook. 

The Team Leader presents an Economic Outlook to the Portfolio Management Committee as part of the course FIN 493 (Seminar in Investments) and to the Flyer Investments Advisory Council. The report serves as a guide for sector allocation decisions within the Flyer Investments Fund.

Members serve as the supporting equity research analysts for the Flyer Investments Fund. They are responsible for analyzing current holdings and cumulatively making 20 new investment recommendations each semester to the Portfolio Management Committee.

Through diligent fundamental research, the Davis Center adheres to its Growth at a Reasonable Price (GARP) philosophy. The Flyer Investments Fund invests in companies with a sustainable competitive advantage that trade at a discount to our estimate of intrinsic value.

During Fall semester open houses, the team recruits and hires new freshman and sophomore members for the Davis Center. Ambassadors then conduct a 10-week extensive investment training program, including macroeconomic analysis, accounting, fundamental equity research and financial modeling (i.e., DCF). The 10-week long program culminates in an equity pitch to the Center.