Performance Chart

View our Portfolio Performance

With nearly $38 million in assets under management, the Funds Enterprise's investment methodology has proven to be very successful.

Visit our Participants page to view the performance of our Growth Fund and Fixed Income Fund.

Breathtaking view of the Colorado River

Meet the Analysts

The Funds Enterprise is comprised of 35 MBA and undergraduate students, all with diverse strengths and backgrounds.

Please view our MBA and undergraduate pages for a full list or download a copy of our Bio Book.

Newspaper

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Stay up to date with CFE news and events by signing up to receive our e-Newsletter via e-mail or viewing the most recent version online now.

Professor Akshay Rao

Recommended and Required Classes

Students interested in joining the Funds Enterprise should review our recommended and required classes prior to applying so that they are fully informed and prepared.

Course lists are available for both undergraduate and graduate students.

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Fellowship Fund

The CFE Fellowship Fund allows the Funds Enterprise to attract and recruit high-caliber students by providing 2-3 partial scholarships to MBA students accepted into the Carlson School.

Give the gift of education today!

 

The Carlson Funds Enterprise (CFE) allows MBA and undergraduate finance students the opportunity to manage over $38 million of real investment money. Although students are guided by two professional directors and two academic advisors, the CFE students take total control of the money management process. Not only does the program allow students to learn about real-word investment management, but participants are able to earn competitive returns as well.

Advisory Board

Matt DudleyMatt Dudley, Board Chair

The Leuthold Group

As Vice President, Mr. Dudley focuses on sales, marketing and client relationships with Leuthold's institutional research clients.

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Founders

In 1998, a group of investment professionals became dedicated to making this program one of the best student-managed funds in the country. Like proud fathers, our founders enjoy seeing how much the program has grown over the years. We want to thank them for all their contributions - we wouldn't be here without their perseverance!

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CFIF Professional Advisor Search is Underway

The CFE has started a search to fill the CFIF Professional Advisor role and is now accepting applications. For more information the position, please visit the University of Minnesota's employment site.

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CFE Advisor, Bob Goldstein, wins Prestigious Smith Breeden Prize

Professor Robert Goldstein is a winner of the prestigious 2013 Smith Breeden Prize for his paper, "On the Relative Pricing of Long-Maturity Index Options and Collateralized Debt Obligations."

The prizes are awarded annually to the top three papers in The Journal of Finance as chosen by the publication's editors. Goldstein and co-authors Pierre Collin-Dufresne (Columbia Business School) and Fan Yang (Carlson School PhD student) will receive $5,000 for earning the honor of Distinguished Paper.

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