Aristotle Fund Application 2009-2010
Dear Evening UST MBA Students,
I wanted to make sure you were aware of a special opportunity for UST MBA students interested in finance and investment management.
The Aristotle Fund is a student-managed investment fund and the unique learning vehicle for the UST MBA elective course FINC 717: Investment Fund Management. It provides finance-focused Full-time and Evening UST MBA candidates with an exceptional hands-on experience – managing a $2 million investment fund.
Every year a group of MBA students applies for consideration for acceptance into the six-credit elective course. Students who are selected manage an ongoing portfolio of equity securities, selecting, analyzing and incorporating new stocks and divesting others within the context of their policy mandate. In addition, the students are responsible for a variety of communications pertaining to the performance of the fund, for which the fund’s Web site serves as the primary forum. The fund is currently operated as a mid-cap equity blend, and is overseen by a UST board of advisors, an array of qualified financial professionals working as individual student mentors and a managing professor, Dr. Mary Daugherty.
The Aristotle experience provides students with “real” money to manage and requires serious dedication, focus and time commitment. The students selected for this course will inherit the investment portfolio from the current year's class on September 1, 2009, and will be responsible for the performance of the fund until August 31, 2010. The class meets weekly throughout the academic year including J-term, and some students will continue to meet weekly over the summer to manage the fund. Students selected this spring for the 2009-10 year will be encouraged to observe the current year's class over the summer to prepare for ownership of the portfolio.
Interested? A link to the application information is posted above.. Evening MBA applicants must have a GPA of 3.0 or higher and have taken at least five core courses (including FINC600: Financial Management), as well as FINC713: Investments. Please note that application materials are due by March 30.
For more details and background on the fund’s operations, please see the website: http://www.stthomas.edu/business/academicdepts/finance/aristotlefund/.
Please feel free to email me with your questions. I am the advisor contact for the program.
Regards,
M. Kay Wimer, MA
mkwimer@stthomas.edu
Office: TMH-LL27
Mail # TMH100
651-962-4847