The Carlson Funds Enterprise was one of the first student-managed portfolios in the country. Our students and professional advisors are responsible for a Small Capitalization Growth Fund and a Fixed Income Fund that combine for an asset total of more than $23.7 million*. That figure puts us in the Top Three student-managed investment funds in the world, based on assets under management.

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. That means our students are required to practice real world management:

• Attracting new investment participants
• Presenting well-researched investment proposals to the Carlson Funds mentors
• Interviewing the management of potential investment opportunities to do thorough due diligence
• Producing monthly participant performance and accounting reports
• Judging investment opportunities by establishing their intrinsic long-term value

*Total combined assets of the Carlson Growth Fund and the Carlson Fixed Income Fund as of 11/30/08.