Bob Oros Investment Fund
The Bob Oros Multi-Asset Investment Fund allows 15-20 students each year to gain hands-on experience managing a portfolio that includes equity, fixed income, cash, and alternative asset categories. The investment committee meets each week to discuss risk, return, and additional investments. In addition, the advisory committee reviews the investment activity of the fund.
| Company | Team | Shares | Price | Net Value |
|---|---|---|---|---|
| Dispose: Realty Income Purchase: SHY I | Joshua DuCharme, Aiden Powell and Alex Varady | $17,000 | ||
| Community Health Care Trust | Aiden Powell and Josh DuCharme | 1390 | $35.69 | $49,989.30 |
| Columbia | Owen Hill, Marc Carney, and Josh Kohlhoff | |||
| VGLT | Nick Bale, Alex Varady, and Will Ciske | $50,026.42 | ||
| BAB | Nick Bale, Alex Varady, and Will Ciske | 1955 | $25.57 | $50,366.80 |
| iShares 0-5 Year TIPS Bond ETF | 325 | $106.71 | $34,945.85 | |
| Realty Income Corp | 350 | $70.78 | $24,963.75 | |
| Aberdeen Standard Physical Silver Shares ETF | 617 | $24.12 | $14,998.65 |