Fox Fund
The Fox Fund is a Group inside the TU Investment Association that focuses on teaching select students investment principles using real time investment software such as Capital Iq and Bloomberg. The Fox Fund is broken into industry sectors with four people in each sector, two leads and two associates. Each sector screens for companies in the S&P500 that are trading on a discount relative to its peers. Each sector works on a valuation of a company and pitches it to the fund.
The Fox Fund is a stepping stone to the William c. Dunkelberg Owl Fund. This is a live fund with $180,000 in assets that qualified students from the Fox Fund go on to manage.
This is my First Year in the Fox Fund and I work as an associate in the Healthcare Sector helping my associates prepare coverage reports and participate in Stock Pitches.
I am also responsible for 6 Jr. Analysts in the TU Investment Association, teaching them basic financial tools.