fund investment advisors

Graduate students registered in two investments courses in the University of Houston’s Bauer College serve as investment advisors to the Fund. The Fund thus is a student managed equity portfolio created to broaden and enhance Bauer College’s MBA/MS programs, to improve curricula in the area of Management of Financial Services, and to bring students, faculty and investment professionals together to study real-world financial, accounting, marketing, and IT problems. In these classes, students:

• Set procedures to screen for investment ideas
• Perform extensive due diligence on individual companies
• Work in style specific, portfolio management teams to develop written security analyses, to form estimates of the future prospects for the firm, to estimate firm value based on those forecasts, and make buy and sell decisions for the Fund
• Execute transactions for the portfolio
• Evaluate the Fund’s compliance with security and portfolio limitations and trading requirements
• Negotiate and maintain brokerage relations
• Participate in fund accounting and NAV calculation
• Work with Fund custodian to insure the security of Fund assets