The Aristotle Fund is a student-managed investment fund, and a unique learning vehicle for University of St. Thomas students. This course, designed to replicate the work of an investment company, provides high achieving MBA and undergraduate students with an exceptional hands-on experience managing an investment fund of over $6 million.
This class was made possible by a generous gift from Mr. Gerald Rauenhorst. Mr. Rauenhorst made the gift to the university with the intention that the money be actively managed by business students. The students act as investment managers for this designated piece of the university’s endowment, which is called the Aristotle Fund.
Every year a new group of students from the Opus College of Business is selected to manage an ongoing portfolio of equity securities, incorporating new stocks and divesting others within the context of their policy mandate. The student managers base their decisions on research, visits with corporate management and various investment management services. In addition, the students are responsible for a variety of communications pertaining to the fund, including performance updates, a mid-year newsletter and an annual report.
The fund is currently operated as a mid-cap equity blend and is overseen by an independent Board of Advisors, composed of an array of qualified investment professionals. These professionals are paired with individual student as mentors and work closely with Dr. Mary Daugherty and Dr. Lalith Samarakoon to provide guidance to the student managers.
About the Class
Students who manage the Aristotle Fund are registered in either FINC717: Investment Fund Management or FINC490: Investment Fund Management. The course simulates the job requirements for stock analysts and portfolio managers as much as possible. This includes the expectation that each student manager is expected to do a substantial amount of analysis and presentation, working both as a team and on an individual basis. Interested? Learn more about the application requirements to join the Aristotle team.