Hands-on Large-Cap Investment Course: Practicum in Portfolio Management

About the Class and How to Apply for the Spring 2021 Semester


Baylor has a student-managed investment fund comprised of large capitalization (large-cap) stocks which is now valued at approximately $10.5 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.

The Class:

Time: Mondays, 5:00-7:30pm
Location: Hodges Financial Markets Center when the University allows, otherwise via Zoom sessions.
Structure: Designed in the 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 may attend a Zoom class session any of the following Monday evenings from 5:00 pm: October 12th, 19th or 26th. To attend, contact Professor Troegle at Brandon_Troegle. Provide your name, email address and the date you want to attend, and he will provide you with a link to Zoom for the class that evening,


  • Brandon Troegle, CFA®, CAIA® is a Managing Director and portfolio manager with Hillcrest Asset Management, 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.
  • David Morehead, CFA®, currently serves as Baylor’s Co-Chief Investment Officer. Previously, he spent nearly 20 years investing across a wide range of securities including bank loans and high yield/distressed investments, equity and equity-linked products, commodities, and derivatives. His experience includes time on the sell-side as well as the buy-side with both long-only and hedged portfolio experience at Highview Capital, Ritchie Capital, William Blair, Bank of America, and First Trust Advisors.

How to Apply:

Complete the online application at https://www.baylor.edu/business/financialmarkets/apply.
In addition to the usual contact and background information you will need to provide:

  1. Statements of why you wish to take the course and your career plans/goals
  2. Description(s) of any investment and/or finance-related experience
  3. A description of a significant academic and/or personal achievement you would like the selection committee to consider
  4. Uploaded copies of your current resume and current unofficial transcript

The online application will be available 10am Monday, October 12th until midnight Monday, November 2. Enrollment is limited to 15 graduate and/or undergraduate students, with a minimum 3.2 GPA, a strong academic record, and an interest in investments. Applicants will be evaluated by a Finance faculty committee.

For More Information go to: http://www.baylor.edu/business/financial_markets

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