Celani Investment Portfolio
The Tom Celani Student Investment Portfolio is a student-managed fund with a market valuation of $2.4 million in July 2021. The fund is managed by fifteen to twenty students each year that are selected by their peers and the faculty adviser. Students have organized themselves to follow different industry sectors and to manage portfolio risk. Members of the fund make presentations about potential acquisitions and divestments to the group on a weekly basis. Proposals are vigorously debated based on the analyses provided, consideration of risk-adjusted returns, and the overall impact on the portfolio.
Through this experiential learning opportunity, students will trade shares and learn concepts of valuation, value at risk, and portfolio management tools. The students also make presentations to the Celani Fund Advisory Committee, the Dean of the College of Business Administration, CMU Alumni, Employers, and other guests.
|Date||Company||Passed||Shares||Share Price||Net Value|
|4/5/21||Procter & Gamble Co.||Yes||581||$135.45||$80,000|
|3/22/21||Activision Blizzard Inc.||Yes||811||$92.40||$75,000|
|3/15/21||Jack in the Box||No||456||$109.72||$50,000|
|3/8/21||Penn National Gaming||Yes||457||$109.28||$50,000|