戴维斯投资集团
Why wait until after graduation to manage investments when you can start today? As part of the 戴维斯投资集团, you will gain experience managing stocks, bonds and other equities in CBE’s portfolio. 决策, presentation and professional skills you develop from this opportunity will be invaluable in future job searches.
Why the 戴维斯投资集团?
Stand out among your peers entering the finance industry with real-world experience managing long-term investments. After graduation you will be ready to speak with future employers about:
- 市场研究
- Tracking specific market sectors
- Formally presenting investment opportunities to peers
- Providing professional reports including news, industry ratings and personal recommendations
The 戴维斯投资集团 also connects you to finance industry contacts across the United States through virtual visits and field trips. These networking opportunities are unique to Vandals, and one more way to connect you to employers.
参与
The 戴维斯集团 recruits new members every spring semester. Recruitment is open to students of any class standing. 如欲参与，请联系:
年轻的公园
229 J.A. 艾伯森建筑
208-885-7154
youngpark@azarnewsonline.com
The Davis portfolio includes common stock, bonds, warrants and cash equivalent securities. In agreement with investment objectives, assets in the portfolio should be managed in a moderately conservative way. 在这种情况下, conservative relates to such issues as expected long-term rates of return, 波动, 投资工具, and diversification among economic and industry sectors and individual securities.
Davis portfolio should be managed with these two objectives:
- 资本增长: The asset value of the portfolio, exclusive of contributions or withdrawals, should grow in the long run and earn at least a yearly rate of return equaling the return on the S&标准普尔500指数.
- 保本: 资产增长, exclusive of contributions and withdrawals, should exceed the rate of inflation given by the CPI in order to preserve the capital of the portfolio’s assets.
Investments are to be made consistent with the safeguards to which a prudent investor would adhere subject to the limitations stated herein. Tax-related issues will not enter into consideration in the management of the assets. Realization of capital gains and losses should be viewed solely in terms of investment merits. All assets selected for the portfolio must have a readily available market value and be marketable.
Portfolio should be well-diversified to avoid undue exposure to any single economic sector, 行业组织, 或者个人安全.
The 戴维斯投资集团 was established in 1989 with a $100,000 grant donated by A.D. 和J.E. Davis,founders of Winn Dixie grocery chain. This amount was matched by the U of I Consolidated Investment Trust (CIT). 创新科技署的配对基金, plus a reasonable interest on the use of the funds, have since been returned to the U of I CIT. Presently, the fund is worth over $400,000. 多年来, the 戴维斯集团 has contributed over $250,000 towards the University and 商学院 and 经济学 scholarship funds. The Program is designed to provide students with the opportunity to gain real life investment experience during college.