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 -17.40% 275.85%
Russell 2000 Growth Index 2.56% 136.51%

Portfolio Value: $17.1 m

The Carlson Growth Fund was slightly down for the month of November, with a loss of 2.10%. The largest detractor from performance this month was Oil States Intl INC, as the continued decline in oil prices put pressure on the stock. Adding to performance this month was Boulder Brands up 21.62% and Roadrunner Transportation Systems, a transportation company that has benefited from the lower cost of fuel. 

The class of 2015 Carlson Growth Fund just completed its first investment recommendations. There were six new companies that were up for approval and all of them were accepted as investment options, two as monitor positions and four as full buy options. This was only the second time this has happened in the history of the fund.

Data as of November 30, 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.