T o give students practical experiences in portfolio and endowment management.
The intent of the fund is to provide students with hands-on experience in both stock research and portfolio management. Each student in the program is required to research and present attractive opportunities to the entire membership, which then votes on the action recommended by the student. The membership decides the weightings of the particular sectors in the fund. Periodically, the fund is rebalanced to adhere to these requirements. The fund is managed in tandem with the Portfolio Management class at Jones, taught by Professors Rocky McAshan and Steve Russo.