Lions Students Managed Fund

Catalog description

The objective of this 3-credit hour capstone graduate course is to provide students a unique learning experience through hands on management of a real money portfolio. Specifically, students enrolled in this class will manage the Lions Investment Fund (LIF), which is a portion of TAMUC’s endowment fund. Students will apply finance theories acquired to make investment decisions in the context of a U.S. large-cap core equity portfolio. Following a structured framework, students will research the macro-economy and assigned sectors and industries, then identify and recommend specific stocks for the LIF, as well as balance and monitor the portfolio performance. This course is particularly beneficial to students who aspire to have careers in fields such as equity research, asset / portfolio management, wealth management, investment banking, or private equity. Prerequisites: FIN 504 , FIN 510 .