Investment Club Recognized for Excellence

The SU Investment Club’s Ship Global Collegiate Fund took home a first place at the R.I.S.E. XII (Redefining Investment Strategy Education) Investment Forum and a second place at the G.A.M.E (Global Asset Management Education) II Forum on March 29-31, 2012.  The R.I.S.E. Forum is sponsored by the University of Dayton in association with the United Nations Global Compact and has gone on for a dozen years.  The G.A.M.E Forum is sponsored by Quinnipiac University and started last year in New York City.

More than 200 programs nationwide allow students to make investment decisions with real portfolios.  For both investment forums, universities with student-managed portfolios are invited to compete against one another in the areas of growth, value, core, balanced, and fixed income styles of management.  The portfolio competition is based on twelve-month risk-adjusted return in 2011.  Our awards came in the growth equity category at R.I.S.E and in the core equity category at G.A.M.E.  The Ship Global Collegiate Fund has a return of 7.69% last year versus 2.11% for the S&P 500 index.  On a risk-adjusted return basis (annual return/monthly standard deviation), the Ship Global Collegiate Fund yields a risk-adjusted return of 1.98% versus 0.46% for the S&P 500 index.  The portfolio’s top three investments in 2011 are Terra Nitrogen (TNH) with 55.3% return, Limited Brands (LTD) with 42.4% return, and Discover Financial Services (DFS) with 29.5%.

R.I.S.E. and G.A.M.E are student investment strategy forums.  Modeled after the World Economic Forum, both investment forums connect students and faculty with Wall Street professionals in interactive discussions.  The forums include student workshops geared toward learning investment strategies and the annual student-managed investment portfolio competition.  This year’s forums include panelists from companies such as Morgan Stanley Smith Barney, Blackrock, J.P. Morgan, Bank of America Merrill Lynch, Bloomberg, Morningstar and many more.

The Investment Club’s Ship Global Collegiate Fund was created in 2003 with the intention of providing students with an educational experience in managing a real dollar portfolio.  The investment fund is run and maintained by club members and is open to every students.  In addition to managing the portfolio, the Investment Club holds seminars for club members covering financial theory and application, current events, and professional development.  For further information on the Investment Club, visit their website at http://clubs.ship.edu/Invest/Investment_Organization_Home/.