Academics
| Investments, Roland George Program | ||
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Investments, Roland George Program University Program Program Website Students in Stetson University's pioneering Roland George Investments Program manage a portfolio of approximately $2.9 million in stocks and bonds -- and that's real money. Student-directed, the investments program is one of the nation's first and largest, in terms of dollars under management. Roland George students develop their own investment goals, objectives, and criteria for managing their portfolio. While many seasoned investors have lost significant sums over the past several years in a volatile market, the students have produced outstanding returns. What's their secret? It's really a combination of investment discipline and Stetson's basic philosophy of investment education. Students function as an investment management firm would, where a complete investment policy is established and revised as needed.
The Roland George Investments Program is open to select students who, for two semesters, step into the "real world" of portfolio management with real money, make mistakes, learn from those mistakes, and also enjoy their victories. Individual security selections are researched using fundamental tools and data services provided by Bloomberg, Bridge, and Baseline. Students must defend their recommendations to other students and an investments committee, dominated by students who function much as the senior strategy group of an investment management firm. Their goal is to earn a return that funds the acquisition of special systems and software for the program, as well as to meet operating expenses. Students do their research in a state-of-the-art research room. The room includes a real-time ticker and data wall, television sets, and computers that allow for cutting-edge research. Equity Fund Management is an applied course in equity analysis and portfolio management. Students set objectives, strategy, and selection criteria for the Roland George Growth Fund. Securities are analyzed and proposed to the trustees. Students may participate as trustees, team captains, and research assistants. Fixed Income Fund Management is an applied course in fixed income analysis and advanced topics in portfolio management. Holdings of the Roland George Income Fund are analyzed and changes are prepared based on objectives, criteria, and strategy set by the class. Numerous presentations, research papers, and meetings are required with an open-ended class schedule. |
Contact:
Lawrence Belcher 386-822-7378 lbelcher@stetson.edu Full Time Faculty: 3 |
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