Lerner College Trading Center

Blue Hen Investment Club

Last Update: April 24th, 2015.

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.

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

Name Position Graduating Year

David Sang

Biography | Email

President 2015

Phillip Flesch

Biography | Email

Vice President 2016

Jonathan Schwinn

Biography | Email

Economic Strategist 2015

Evgeniy Savov

Biography | Email

Portfolio Strategist & Director of Operations 2015

Club Members

Name Position Sector Graduating Year

Jonathan Vicari

Biography | Email

Sector Head Consumer Discretionary 2016

Ryan Fante

Analyst Consumer Discretionary 2017

Jacob Fertell

Analyst Consumer Discretionary 2017

Taylor Gould

Analyst Consumer Discretionary 2016

Alec Miller

Analyst Consumer Discretionary 2017

Jeremy Plamondon

Analyst Consumer Discretionary 2016

William Visser

Analyst Consumer Discretionary 2018

Nolan Fennelly

Biography | Email

Sector Head Consumer Staples 2015

Brenna Gleason

Biography | Email

Sector Head Consumer Staples 2017

Matthew Gordon

Analyst Consumer Staples 2018

Colin Miller

Analyst Consumer Staples 2017

Anthony Smiley

Analyst Consumer Staples 2017

Fan Yang

Analyst Consumer Staples 2015

Matthew Zehr

Analyst Consumer Staples 2018

Genevieve Vicari

Analyst Consumer Staples 2018

Jacob Reynolds

Biography | Email

Sector Head Energy/Utilities 2014

Evan Budischak

Analyst Energy/Utilities 2016

Matthew Hahn

Analyst Energy/Utilities 2017

Frank Haendel

Analyst Energy/Utilities 2017

Kyle Lojek

Analyst Energy/Utilities 2016

Lalu John Ologbauma

Analyst Energy/Utilities 2016

Joseph Sagsveen

Analyst Energy/Utilities 2016

Joshua Carruthers

Biography | Email

Sector Head Financials 2017

Alec Fields

Biography | Email

Sector Head Financials 2015

John Benotti

Analyst Financials 2018

Eryn Johnson

Analyst Financials 2016

Nikolay Savov

Analyst Financials 2015

Joshua Stern

Analyst Financials 2017

Ted Walker

Analyst Financials 2017

Anthony Zdrojewski

Analyst Financials 2017

Bradley Collins

Biography | Email

Sector Head Healthcare 2015

Patrick Cydylo

Biography | Email

Sector Head Healthcare 2015

Zachary Boyer

Analyst Healthcare 2016

Frank DePinto

Analyst Healthcare 2016

Luke Malone

Analyst Healthcare 2017

Michael Nittolo

Analyst Healthcare 2016

Jacob Perrone

Analyst Healthcare 2017

Michael Gunderson

Biography | Email

Sector Head Industrials/Materials 2015

Michael McCormick

Analyst Industrials/Materials 2017

James Baxter

Analyst Industrials/Materials 2016

Michael Hession

Analyst Industrials/Materials 2015

Rory Smith

Analyst Industrials/Materials 2017

Jeffrey Sowden

Analyst Industrials/Materials 2016

William Cobb

Biography | Email

Sector Head Technology/Telecom 2015

Ganggas Harjianto

Biography | Email

Sector Head Technology/Telecom 2017

James Celia

Analyst Technology/Telecom 2015

Shlok Desai

Analyst Technology/Telecom 2018

Rebecca Leisher

Analyst Technology/Telecom 2016

Conor Peaks

Analyst Technology/Telecom 2016

Matthew Sobel

Analyst Technology/Telecom 2017

Rees Tillotson

Analyst Technology/Telecom 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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