The Blue Hen Investment Club is the University of Delaware's student-managed investment fund with over $1.5 million assets under management. It is open to students of all majors and experience 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 financial institutions such as J.P. Morgan, Citigroup, UBS, and BlackRock. Meetings are held on Thursday nights at 5pm in the Lerner College Trading Center.
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 interacting with 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 fund's weekly meetings, sector analysis, and financial modeling and valuation workshops.
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 capture the full breadth of opportunity in the markets but also to minimize the risk from a potential over-concentration of capital.
The fund is led by a five-person Executive Board, chaired by the BHIC President. The Executive Board appoints Sector Heads to lead the seven sectors that the fund is divided into. The investment fund is advised by Professor Richard Jakotowicz from the Alfred Lerner College of Business and Economics Department of Finance.
Students that are interested in becoming a part of the Blue Hen Investment Club must either be currently taking or have completed the one-credit course FINC-167 or pass the club's investments examination that is given on a case-by-casis basis. Additionally, applicants are required to submit a resume, personal statement, and sector preferences. After an initial round of screening, applicants may be asked to interview for their sector at the beginning of the fall or spring semester.
|Sector Head||Consumer Discretionary||2016|
|Eric Bunin||Analyst||Consumer Discretionary||2015|
|Ryan Fante||Analyst||Consumer Discretionary||2017|
|Jacob Fertell||Analyst||Consumer Discretionary||2017|
|Alec Miller||Analyst||Consumer Discretionary||2017|
|Jeremy Plamondon||Analyst||Consumer Discretionary||2016|
|William Visser||Analyst||Consumer Discretionary||2018|
|Sector Head||Consumer Staples||2015|
|Sector Head||Consumer Staples||2017|
|Matthew Gordon||Analyst||Consumer Staples||2018|
|Zachary Keller||Analyst||Consumer Staples||2015|
|Colin Miller||Analyst||Consumer Staples||2017|
|Anthony Smiley||Analyst||Consumer Staples||2017|
|Fan Yang||Analyst||Consumer Staples||2015|
|Matthew Zehr||Analyst||Consumer Staples||2018|
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