Davis Center for Portfolio Management

Davis Center Mission Statement

The Davis Center for Portfolio Management is a student-managed organization designed to provide quality market and equity research needed to effectively manage the student-run undergraduate portfolio.  By integrating academic theory with experiential learning, we strive to create an environment that fosters both personal and professional development, provides opportunities to establish a comprehensive knowledge of the overall financial industry, and ultimately produces well-rounded individuals equipped with the tools to be successful in today's competitive society.

About the Davis Center 

The Davis Center as a physical structure is an investment technology classroom at the University of Dayton providing industry-leading financial analysis software including Bloomberg, Baseline, StockVal ValueLine, and Morningstar Direct.  The Davis Center is both an introduction to real world portfolio management tools and a leadership development program to over 40-50 undergraduate students from all parts of the University.  It consists of a student-run management structure that divides its volunteer staff into teams that hold financial software training sessions for students, introduce local high schools to industry research, and participate in community service events. The Staff is a resource to the University and the student body, providing financial education and opportunities to explore many areas of finance. Flyer Investments, a capstone student-managed portfolio seminar, manages over $18 million of the University's endowment in equity markets.  Students are empowered through the software and text resources of The Davis Center to gain hands-on experience as portfolio managers, reporting semi-annually to the Davis Center Advisory Board.  In managing this fund, students invest across sectors and industries in a well-diversified portfolio, utilizing in-depth analysis of equities.  According to the alumni network, which now spans over 200 professionals, this program lays the foundation for careers in the industry. 

Davis Center Values

  • Discipline to focus time and energy on innovative versus administrative initiatives
  • Courage to challenge ourselves personally and as an organization to ensure continual improvement
  • Confidence to seek out the best in the country and collaborate with others
  • Wisdom to let others teach us
  • Respect for all people