The Mizzou Investment Fund Management Program is a student-run investment portfolio that allows undergraduate and graduate students of the University of Missouri to participate in the decision-making and management of an endowment fund. Within the framework of an academic class, students analyze securities, set asset allocation targets, and make investment decisions for a portfolio of investment securities. The mission of the Mizzou Investment Management Program is to educate future business leaders in the principles of investment analysis and management.
The goals of the Mizzou Investment Fund Management Program are:
- To provide students with the knowledge and experience related to analyzing securities in an investment management
setting.
- To provide students with an interactive atmosphere to enhance the learning environment through contact with other students with
varying responsibilities.
- To promote a team-focused environment through group decision making and common objectives.
- To meet or exceed the investment objectives set forth for the Mizzou Investment Fund.
- To provide students with the opportunity to meet and learn from investment experts and professionals through on campus visits,
off-site travel, and student investment competition.
The Mizzou Investment Fund is growing and evolving. Over the course of the Winter 2007 semester, the university transferred additional funds for management by the Mizzou Investment Management Program. These funds, originally donated by Robert J. Trulaske, Sr., bring the total funds under student management to over $1 million. The future also holds a new trading room set aside for the Investment Fund Management program. With these transitions, the Department of Finance established an application requirement for future semesters to keep the class size limited for the most rewarding experience for students. This evolution of the program will enhance the experience of the students and make them even more competitive in the marketplace, and it was the students of the Winter 2007 semester that helped to take advantage of the available funds and invest in ETF's as a means to diversify the portfolio and gain a higher rate or return, while students work on identifying the stocks to invest. The establised foundation of the revamped course was enhanced by making the initial investment that sets the tone of a large cap value objective – 1 class A share of Berkshire Hathaway was converted to class B shares and the portfolio continues to hold 50% of original investment into Berkshire Hathaway.
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