Bob Oros Investment Fund
The Bob Oros Multi-Asset Investment Fund, containing over $300,000 as of August 2024, provides students with hands-on experience in managing a diverse portfolio that includes equities, fixed income, cash and alternative assets.
The student-led investment committee meets weekly to review the portfolio’s performance, assess market conditions and discuss potential investment opportunities. Additionally, students engage with industry experts to review strategies and performance, gaining valuable insights and feedback to guide their investment decisions.
Date | Company | Team | Shares | Price | Net Value |
---|---|---|---|---|---|
Sept. 2024 | IGSB Community Health Care Trust | Owen Brinker, Bradley Berk, and Dylan Gergely |