Lerner College Trading Center

Blue Hen Investment Club

Exelon Trading Center

The Blue Hen Investment Club is a student-run organization within the University of Delaware Alfred Lerner College of Business & Economics. Membership is open to all University of Delaware students that are willing to make a commitment to managing a real portion of the University’s Endowment Fund.

Mission Statement

The mission of the Blue Hen Investment Club is to provide a valuable educational experience to its members by allowing them to manage a real dollar investment portfolio. By managing the portfolio and listening to guest speakers, the members will learn about various aspects of finance and investing. Of equal importance is the development of strong analytical, decision making, public speaking, and teamwork skills through the Club’s weekly meetings and other Club-related activities.

Organizational Structure

The Club is led by a five-person Executive Board, chaired by the BHIC President. The Executive Board appoints Sector Heads to lead the eight sectors that the fund is divided into, in addition to a Market Analysis Team Manager. The BHIC is advised by a faculty member from the Alfred Lerner College of Business and Economics Department of Finance.

Investment Philosophy

The Blue Hen Investment Club seeks to outperform the S & P 500 Index on a risk-adjusted basis. To achieve this goal the Club takes a value approach to investing by identifying undervalued stocks and taking positions in them. This process is consistent with a long-term approach to investing. Furthermore, the Club is committed to diversifying its portfolio between different sectors to capture the full breadth of opportunity in the markets but to also minimize the risk from over-concentration of capital.


Additional Links

Club Handbook

BHIC Investing Handbook

Members

Performance

Calendar

The Lerner College is home to a state-of-the-art financial trading facility, the $1.4 million student-led Blue Hen Investment Fund, a student-managed restaurant and hotel, a high-technology development center of a global bank and a start-up experience for students with new business ideas.

Lerner College faculty - like Anu Sivaraman, who is among Social Media Marketing Magazine’s “Top 100 Marketing Professors on Twitter” and MBAprograms.org’s “Top 50 Marketing Professors on Twitter” - are thought leaders who command attention from influential business audiences, economists and policy makers.

All Lerner College departments offer experience-driven learning and emphasize evidence-based analytics methods to enrich the student experience. Here, finance students visit New York City’s financial districts for a first-hand look at markets trading and to meet with UD alumni.

Charles W. Horn, AS75, and wife Patricia, recently made a $3 million commitment to enhance and expand entrepreneurial studies.

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