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Participants

Thank You

The Carlson Growth and Fixed Income Fund would not be possible without the investment and support by our 11 participants throughout the Twin Cities. We appreciate their involvement and will continue to keep close relationships with our financial partners in the community.

Participant Benefits

  • Provide students with a realistic view of the industry
  • Build a more educated group of finance professionals
  • Recruit from top students in the area
  • Help students network with other professionals in the field
  • Realized positive ROI
  • Meet the students during our fall road show

Fund Performance History

The detailed historical performance of the Carlson Growth and Fixed Income Fund are not displayed to the general public. Please feel free to speak with either Professional Directors regarding the performance of the Fund portfolios.

Fund Performance Overview

Carlson Growth Fund

 
Year-to-date
Since Inception
Carlson Growth Fund
-8.44%
9.51%
Russell 2000 Growth Index
-5.93%
6.85%

 

Portfolio Value: $19.0 m

Economic indicators released in March and April showed signs of modest growth in 2014 thus far. Output growth fell short of analysts modest expectations growing at just 0.1% in the first quarter. The employment situation was mixed in the transition from March and April, adding 288,000 jobs in April the US unemployment rate managed to reach its lowest level since September 2008. Part of this however is due to a shrinking workforce.

While the Carlson Growth fund was able to slightly outperform its benchmark the Russell 2000 Growth Index, the month resulted in the portfolio being down 5.07%. The funds best performing holding was Balchem Corporation which ended the month at $61.95, up 18.86%. The worst holding was Boulder Brands, which finished at a price of $14.76 was down 16.23%.

CGF_January

 

Data as of April 30, 2014

Carlson Fixed Income Fund

 
Year-to-date
Since Inception
Fixed Income Fund (Gross)
1.60%
4.16%
Barclays Int. Gov/Credit Index
1.51%
4.15%

 

 

Portfolio Value: $18.5 m

The Carlson Fixed Income Fund out-performed the benchmark by 1 bp during the month of April. This increase in performance can be attributed to another strong month of performance within our corporate sector, which outperformed the benchmark by 7 bps. During their tenure at the fund, the graduating class of 2014 outperformed the benchmark overall by 3 bps. The class of 2014 has done an excellent job with the portfolio, and familiarizing our new class of 2015 analysts with their associated business role and credits. In the coming months, we look forward to the challenge of improving upon the example set by the class of 2014.


CFIF_January

Data as of April 30, 2014

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Participant News

Insights from Thrivent

Russ Swansen, Chief Investment Officer at Thrivent, produces periodic market commentary for the site, "Wall Street to Your Street." The site also includes podcasts/videos and links to other important information.

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