Tuesday April 1, 2014

Student Portfolio Winners

Student teams from seven universities were honored in the RISE 14 student-managed portfolio competition.

Seven teams of finance students who learn by managing real money distinguished themselves in the University of Dayton's 14th annual international student portfolio competition.

The competition was held in conjunction with the RISE 14 student investment conference held March 27-29 and sponsored by the University of Dayton in association with the United Nations Global Compact.

The student-managed portfolio competition drew 60 teams to compete in six investment style categories. Winners are:

Growth: CSUF Fund — California State University, Fresno, Calif.; K.C. Chen, advisor.

Value: APMP Gold Fund — Michigan Technological University, Houghton, Mich.; Dean Johnson, advisor.

Core (tie): Gabelli Value Fund — Roger Williams University, Bristol, R.I.; Michael Melton, advisor; and Dragon Fund — Drexel University, Philadelphia; Daniel Dorn, advisor.

Balanced: SIAS Fund — Simon Fraser University, Vancouver, British Columbia; Peter Klein, advisor.

Alternative: University of Utah, Salt Lake City; Elizabeth Tashjian, advisor.

Fixed Income: Roland George Fixed Income Fund — Stetson University, DeLand, Fla.; K.C. Ma, advisor.

An estimated 300 programs nationwide allow students to make investment decisions with real money. The University of Dayton's team does not enter the competition because of the University's sponsorship; its students in the Davis Center for Portfolio Management manage $18 million of the University of Dayton's endowment.

RISE (Redefining Investment Strategy Education), is the world's largest student investment forum. RISE brings internationally known leaders in the finance industry to the University of Dayton to share their perspectives on economic and market trends, forecasts and critical issues with students, faculty and professionals. Visit http://www.udayton.edu/business/rise.

For more information, contact Peggy Nicodemus at mnicodemus1@udayton.edu.

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