The William C. Dunkelberg Owl Fund

Investment ManagementPennsylvania, United States11-50 Employees

The Owl Fund is a student-run investment fund that manages ~$3,000,000 in a long-only, equity-only, value strategy. The Fund consists of 20 students that break into 6 sector-coverage groups, as well as a student Chief Investment Officer, Portfolio Manager, Chief Compliance Officer, Director of Marketing, and Director of Engagement.

Aside from its primary objective to outperform the S&P 500 through active management, The Fund serves as an educational tool for the analysts to gain experience doing industry-standard equity research and financial analysis. Analysts use industry tools such as Bloomberg Professional, Capital IQ, S&P Intelligence, Factset, Reuters Eikon and BamSEC to construct Initiating Coverage Reports and Financial Models for potential investments.

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