MBA Student Investment Fund

The class and the Student Investment Fund’s management have both educational and investment goals. The educational goal is to enrich the students’ education by applying the academic knowledge to a real-life investment management experience. The broad investment goal is to outperform the Standard and Poor’s 500 index, taking a risk level very close to the risk of the index. The investment strategy is a top-down asset allocation, beginning with the analysis of the current macroeconomics environment, followed by industry analysis and allocation, and finishing with the security analysis and selection.