Portfolio Practicum

 

Ann Rife Cox Fund

Established in 1972, the $3 million Ann Rife Cox Undergraduate Fund is one of the oldest student-managed portfolios in the country.  Students selected for the BBA Portfolio Management Practicum course manage the Fund.  Admission is competitive and each academic year approximately 20 students are admitted to the class.  The Fund’s investment style is equity long-only.  The Practicum provides students the opportunity to apply the concepts of equity research, valuation and portfolio management to a real world investment fund.

Nancy Chambers Underwood Fund

Established in 1972, the $6 million Nancy Chambers Underwood Graduate Fund is one of the oldest student-managed portfolios in the country.  Students selected for the MBA Practicum in Portfolio Management course manage the Fund.  Admission is competitive and open to both Full-Time and Professional MBA students.  Each academic year approximately 20 MBAs are admitted to the class.  The Fund’s investment style is equity long-only.  The Practicum provides students the opportunity to apply the concepts of equity research, valuation and portfolio management to a real world investment fund.

2018 Investment Committee Presentations

Contact

Don Shelly, Professor of Practice
Department of Finance
214-768-3828

2017/2018 Portfolio Practicum Speaker Series 

Date  Guest Speaker
Affiliation
September 21, 2017 Rakesh Dahiya Southern Methodist University
September 28, 2017 Matthew Lockridge Westwood Holdings Group, Inc.
November 2, 2017 John Mowrey NFJ Investment Group, LLC