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*Common app code: Central27
Bob Oros Investment Fund
The Bob Oros Investment Fund gives students hands-on experience managing a diversified portfolio that includes equities, fixed income, cash and alternative assets.
With more than $400,000 in assets as of the 2025 annual report, the fund helps students explore how different asset classes interact while strengthening investment analysis, portfolio strategy and macroeconomic decision-making skills.
Hands-on
experience with portfolio analysis and investment strategy.
$400K+
student-managed investment portfolio.
Multi-asset
experience across equities, fixed income and alternatives.
Weekly investment analysis and strategy discussions
Students involved in the Oros Fund meet weekly to review portfolio performance, evaluate market conditions and discuss potential investment opportunities across multiple asset classes.
The student-led investment committee also engages with industry professionals and finance experts to review strategies, discuss market outlooks and strengthen investment decision-making through professional feedback and discussion.
Student investment presentations
Students regularly develop investment proposals, portfolio analysis and economic outlook presentations connected to the Oros Fund’s investment strategy. Presentation materials and supporting analysis will be posted here throughout the academic year.
| Date | Company | Team | Shares | Price | Net Value |
|---|---|---|---|---|---|
| Nov. 2025 | iShares MBS ETF (MBB) | Alex VanZandt, Cole Carpenter, Ethan Schweitzer | |||
| Sept. 2024 | IGSB Community Health Care Trust | Owen Brinker, Bradley Berk, and Dylan Gergely |
Connected opportunities
Students involved in the Oros Fund often also participate in Michigan Finance Scholars, finance competitions and employer-connected learning experiences that help strengthen technical skills and professional confidence.
About the fund
Founded in 2021 through a $225,000 gift from CMU alumnus Bob Oros, the fund was created to give students hands-on experience managing fixed income and alternative investments.
