Real-World Money Management

The individual funds are managed by MBA students and select undergraduates. The CFE is designed for students who are interested in careers in investment management, corporate finance, and investment banking. The students who make up the Carlson Funds Enterprise work with real participants who have invested real money on which they expect a real return. The CFE is not a project, it is an asset management business.

The CFE manages two funds, a SMID growth fund and an Intermediate term fixed income fund. CFE students manage all aspects of the funds including analysis of securities, trading, compliance, marketing, and client reporting. Students are guided by two investment industry professionals. Throughout the program, students:

  • Interview the management teams of potential investment companies to do thorough due diligence
  • Judge investment opportunities by establishing their intrinsic long-term value
  • Evaluate the current economic and market environment to position the portfolios
  • Present well-researched investment proposals to the Carlson Funds Investment Committee Mentors
  • Produce monthly participant performance and accounting reports

 

Our Funds

The Carlson School Growth Fund and The Carlson School Fixed Income Fund currently each have more than $15 million under management. Analysts for each fund work in industry teams to develop a list of potential investments.  New research is presented to the Fund Mentors, once in the fall and once in the spring. Assistance and oversight is provided by professional mentors and academic faculty.

For more information on this process, please visit our mentor page.

 

Partnerships