Lerner College Trading Center

Blue Hen Investment Club

The Blue Hen Investment Club is the University of Delaware's student-managed investment fund with $1.8 million assets under management. It is open to students of all majors that are willing to commit to managing a portion of the university's endowment. Over the years, the fund has created leaders who have found careers with institutions such as Morgan Stanley, JPMorgan Chase, Bank of America Merrill Lynch, UBS, PwC, EY, KPMG, and McKinsey & Company.

 

Annual Report 2014

 

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. Through rigorous training and hands on experience, members learn about the most important aspects of finance and investing, while developing strong teamwork, public speaking, and analytical skills. This experience is facilitated through the fund’s weekly meetings, sector meetings, trainings, workshops, and guest speakers.

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 fund takes a value-oriented approach to investing by identifying undervalued securities and taking positions in them. This process is consistent with a long-term approach to investing. Furthermore, the fund is committed to diversifying its portfolio between different sectors to not only capture the full breadth of opportunity in the markets but also minimize the risk from a potential over-concentration of capital.

Organizational Structure

The fund is led by an Executive Board, chaired by the President. The Executive Board appoints Sector Heads to lead the seven sectors that the fund is divided into. Each Sector Head is supported by a team of analysts. The investment fund is advised by Professor Richard Jakotowicz from the Alfred Lerner College of Business and Economics Department of Finance.

Selection Procedure

Recruitment to join the Blue Hen Investment Club is held at the beginning of each semester. Applicants are asked to submit their resumes for an initial screening. Selected applicants will then go through an interview process that evaluates their analytical ability and previous experiences. The fund also offers a FINC167 class every semester that teaches the investment process. The class is taught by the fund’s leadership, and completion of this class by applicants is strongly preferred.

Executive Board

David Sang
President
Graduating Year: 2015
Biography | Email

Phillip Flesch
Vice President
Graduating Year: 2016
Biography | Email

Jonathan Schwinn
Economic Strategist
Graduating Year: 2015
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Evgeniy Savov
Portfolio Strategist & Director of Operations
Graduating Year: 2015
Biography | Email

   

Club Members

Jonathan Vicari
Sector Head
Consumer Discretionary
Graduating Year: 2016
Biography | Email

Ryan Fante
Analyst
Consumer Discretionary
Graduating Year: 2017

Jacob Fertell
Analyst
Consumer Discretionary
Graduating Year: 2017

Taylor Gould
Analyst
Consumer Discretionary
Graduating Year: 2016

Alec Miller
Analyst
Consumer Discretionary
Graduating Year: 2017

Jeremy Plamondon
Analyst
Consumer Discretionary
Graduating Year: 2016

William Visser
Analyst
Consumer Discretionary
Graduating Year: 2018

Nolan Fennelly
Sector Head
Consumer Staples
Graduating Year:2015

Brenna Gleason
Sector Head
Consumer Staples
Graduating Year: 2017

Matthew Gordon
Analyst
Consumer Staples
Graduating Year: 2018

Colin Miller
Analyst
Consumer Staples
Graduating Year: 2017

Anthony Smiley
Analyst
Consumer Staples
Graduating Year: 2017

Fan Yang
Analyst
Consumer Staples
Graduating Year: 2015

Matthew Zehr
Analyst
Consumer Staples
Graduating Year: 2018

Genevieve Vicari
Analyst
Consumer Staples
Graduating Year: 2018

Jacob Reynolds
Sector Head
Energy/Utilities
Graduating Year: 2014

 

Evan Budischak
Analyst
Energy/Utilities
Graduating Year: 2016

 

Matthew Hahn
Analyst
Energy/Utilities
Graduating Year: 2017

Frank Haendel
Analyst
Energy/Utilities
Graduating Year: 2017

 

Kyle Lojek
Analyst
Energy/Utilities
Graduating Year: 2016

 

Lalu John Ologbauma
Analyst
Energy/Utilities
Graduating Year: 2016

Joseph Sagsveen
Analyst
Energy/Utilities
Graduating Year: 2016

 

Joshua Carruthers
Sector Head
Financials
Graduating Year: 2017

Biography | Email

 

Alec Fields
Sector Head
Financials
Graduating Year: 2015

Biography | Email

John Benotti
Analyst
Financials
Graduating Year: 2018

Eryn Johnson
Analyst
Financials
Graduating Year: 2016

Nikolay Savov
Analyst
Financials
Graduating Year: 2015

Joshua Stern
Analyst
Financials
Graduating Year: 2017

Ted Walker
Analyst
Financials
Graduating Year: 2017

Anthony Zdrojewski
Analyst
Financials
Graduating Year: 2017

Bradley Collins
Sector Head
Healthcare
Graduating Year: 2017

Biography | Email

Patrick Cydylo
Sector Head
Healthcare
Graduating Year: 2017

Biography | Email

Zachary Boyer
Analyst
Healthcare
Graduating Year: 2016

 

Frank DePinto
Analyst
Healthcare
Graduating Year: 2016

Luke Malone
Analyst
Healthcare
Graduating Year: 2017

Michael Nittolo
Analyst
Healthcare
Graduating Year: 2016

Jacob Perrone
Analyst
Healthcare
Graduating Year: 2017

 

Michael Gunderson
Sector Head
Industrials/Materials
Graduating Year: 2015

Biography | Email

Michael McCormick
Analyst
Industrials/Materials
Graduating Year: 2017

James Baxter
Analyst
Industrials/Materials
Graduating Year: 2016

Michael Hession
Analyst
Industrials/Materials
Graduating Year: 2015

Rory Smith
Analyst
Industrials/Materials
Graduating Year: 2017

Jeffrey Sowden
Analyst
Industrials/Materials
Graduating Year: 2016

 

William Cobb
Sector Head
Technology/Telecom
Graduating Year: 2015

Biography | Email

Ganggas Harjianto
Sector Head
Technology/Telecom
Graduating Year: 2017

Biography | Email

James Celia
Analyst
Technology/Telecom
Graduating Year: 2015

 

Shlok Desai
Analyst
Technology/Telecom
Graduating Year: 2018

Rebecca Leisher
Analyst
Technology/Telecom
Graduating Year: 2016

Conor Peaks
Analyst
Technology/Telecom
Graduating Year: 2016

Matthew Sobel
Analyst
Technology/Telecom
Graduating Year: 2017

Rees Tillotson
Analyst
Technology/Telecom
Graduating Year: 2018

The Lerner College is home to a state-of-the-art financial trading facility, the $1.5 million student-led Blue Hen Investment Club, 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 Meryl Gardner, whose research on foods and moods was recently published in the Journal of Consumer Psychology - are thought leaders who command attention from influential business audiences, economists and policy makers.

All Lerner College departments offer discovery learning experiences and emphasize data-based analytics to enrich the student experience. Here, students at Vita Nova, our award-winning restaurant run through HRIM, joined professional chefs and winemakers in hosting a 2014 Mid-Atlantic Wine and Food Festival event.

The Institute for Financial Services Analytics is a collaboration between the Lerner College, UD's College of Engineering and JPMorgan Chase, and hosts events for academics and the business community designed to address consumer analytics and industry applications.

Undergraduate scholarships, made possible through the generosity of alumni and friends, enable us to support promising scholars. Here, Delaware Gov. Jack Markell and his mother, Leni Markell, join recipients of the William Markell Scholarship (center), which benefits students in Accounting and MIS.

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