Baylor has a student-managed investment fund comprised of large capitalization (large-cap) stocks which is now valued at approximately $7.5 million. Students in the class are directly responsible for managing the portfolio, while learning the techniques used by professionals to analyze and select individual stocks. Each student will also learn how to use Bloomberg, FactSet, Thomson Eikon and other resources commonly used in the investment management industry.
Time: Mondays, 5:00-7:30pm
Location: Hodges Financial Markets Center
Structure: Designed after the operational format of a funds management firm and built around student participation.
The course primarily consists of market sector teams preparing and presenting to the class detailed reports on stocks in their sector. Every class member is involved in the discussion of each stock. Following the presentation and discussion, the team makes a recommendation on the stocks they presented. The class votes and the decisions of the class are implemented.
For a better understanding of the course, you are welcome to sit through all or part of a class session this semester! Just come to the Financial Markets Center before 5:00pm any Monday evening.
- Brandon Troegle, CFA®, is a Managing Director and portfolio manager with Hillcrest, focusing on the firm’s securities selections across various strategies. Before joining Hillcrest, Brandon was an equity analyst at Morningstar. Prior to Morningstar, he worked for Luther King Capital Management and Bank of America.
- Wesley Wright, CFA®, is a Portfolio Manager at Hillcrest Asset Management focusing on the firm’s International Value Strategy. Prior to joining Hillcrest, Wesley was a Portfolio Manager at Dreman Value Management in New York where he managed the firm’s International Value product and U.S. All Cap Value product.
How to Apply: By 5:00pm, Monday, October 23, submit the following:
- Cover letter stating why you wish to take the course
- Unofficial transcript ( Note: Applicants must have completed an investments course (e.g., FIN 4365 or FIN 5365) or take it concurrently with the Practicum.)
Submit documents to Dr. Bill Reichenstein, Department of Finance, Insurance & Real Estate, FOS 320.36.
Enrollment is limited to 15 graduate and undergraduate students with strong academic records and an interest in investments. Applicants will be evaluated by a Finance faculty committee chaired by Dr. Bill Reichenstein, Professor of Finance and Chair of the Board of Trustees of the Phil Dorr Investment Fund.
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