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-dateSince inception
Carlson Growth Fund2.36%298.45%
Russell 2000 Growth Index6.63%159.67%

Portfolio Value: $18.1 m

March was another good month for the Carlson Growth Fund with a monthly return of 1.13%. Contributing to the month's performance was PowerSecure Inc., 8x8 Inc. and Gentherm Inc. with returns of 18.67%, 13.36% and 8.74% respectively. Detracting from performance we saw one significant earnings miss from CECO Environmental.

With consecutive positive months we look to continue the positive performance into April. This will also be an exciting month for the Carlson Growth Fund as we will be making our spring investment recommendations. Pending approval from the mentors there will be up to five new investment opportunities.

Data as of March 31, 2015

Carlson Fixed Income Fund Performance

 Year-to-dateSince inception
Fixed Income Fund (Gross)1.52%4.12%
Barclays Int. Gov/Credit Index1.45%4.08%

Portfolio Value: $19.1 m

During the month of March, our portfolio underperformed the benchmark by 1 bps. CFIF’s defensive security selection of high quality investments within corporates offset underperformance driven our overweight position in corporates and widening spreads.  Over the last year, the CFIF has outperformed the benchmark by 44 bps.  CFIF also made 2 trades in March, extending our Kinder Morgan position and selling our Walt Disney credit.   

In March, we welcomed the class of 2016 into the fund and placed them with their new industry teams.  Our class updated the new analysts on the credits that each will be following, as the new class gets ready to take over the fund in May.  The class of 2015 also started to put the finishing touches on our investment recommendations that will be occurring next week, and our classes jointly discussed portfolio strategy for the fund for the coming year.

Data as of March 31, 2015