Thank You

The Carlson Growth and Fixed Income Fund would not be possible without the investment and support by our 11 participants throughout the Twin Cities. We appreciate their involvement and will continue to keep close relationships with our financial partners in the community.

Participant Benefits

  • Provide students with a realistic view of the industry
  • Build a more educated group of finance professionals
  • Recruit from top students in the area
  • Help students network with other professionals in the field
  • Realized positive ROI
  • Meet the students during our fall road show

Fund Performance History

The detailed historical performance of the Carlson Growth and Fixed Income Fund are not displayed to the general public. Please feel free to speak with either Professional Directors regarding the performance of the Fund portfolios.

Carlson Growth Fund Performance

  Year-to-date Since inception
Carlson Growth Fund -14.45% 289.26%
Russell 2000 Growth Index 5.60% 143.53%

Portfolio Value: $17.7 m

During the month of December, the Carlson Growth Fund generated a return of 3.57% in comparison to the Russell 2000 Growth Index that generated a return of 2.97%. The best performers for the month were 8x8 Inc and PowerSecure with positive performance of 17.74% and 16.27% respectively. The only significant detractor this month was ExOne Co. 

December’s strong performance was a result of a continued improving labor market, better than expected economic growth and an accommodative central bank policy. Following last month’s investment recommendations the Carlson Growth Fund has invested in 5 new companies.

Data as of December 31, 2014

Carlson Fixed Income Fund Performance

  Year-to-date Since inception
Fixed Income Fund (Gross) 3.63% 4.12%
Barclays Int. Gov/Credit Index 3.29% 4.10%

Portfolio Value: $18.9 m

During the month of November our portfolio outperformed the benchmark by 16 bps.  This outperformance was driven by relative strength in the retail sector and our underweight position in the energy sector, where falling oil prices have led to increased volatility.  Since the beginning of the year, the CFIF has outperformed the benchmark by 34 bps.

Over the last month, our class finalized and presented our investment management recommendations to the mentors.    We also worked with our third party source to obtain accurate benchmark information for the fund.  Our class has started working on new models for our other credits, and are planning on presenting each of the credits to our class.

Data as of November 30, 2014

Participant News

Insights from Thrivent

Russ Swansen, Chief Investment Officer at Thrivent, produces periodic market commentary for the site, "Wall Street to Your Street." The site also includes podcasts/videos and links to other important information.