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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
-3.30%
339.99%
Russell 2000 Growth Index
0.48%
131.72%

 

Portfolio Value: $20.7 m

The Carlson Growth Fund had an excellent month, outperforming its benchmark, the Russell 2000 Growth index, by 3.63%. The fund's best performing holding in March was climate control technology firm Gentherm Incorporated, which ended the month at $34.72, a 22.77% upswing from last month's closing price. The gain is attributable to several analyst upgrades which have this year's EPS rising an average of 11.9% over previous estimates; last fiscal year the firm's EPS rose 106.1%. The fund's worst performing holding in March, Multimedia Games Holding Company, Inc., closed down 12.07% to $29.04 on mixed market reaction to a new suite of add-on utilities for their core gaming platform.

CGF_January

 

Data as of March 31, 2014

Carlson Fixed Income Fund

 
Year-to-date
Since Inception*
Fixed Income Fund (Gross)
1.07%
4.14%
Barclays Int. Gov/Credit Index
1.00%
4.14%

*Annualized figures

 

Portfolio Value: $18.5 m

The Carlson Fixed Income Fund is happy to announce a 4 bp out-performance of the benchmark during the month of March. This puts the class of 2014 up 2 bp overall since taking over the portfolio last May. We strive to finish our last month strong before handing the portfolio off to the class of 2015. On Tuesday during the spring pitches, four new issuers were approved; Anheuser-Busch, Mexico (sovereign), Hewlett Packard, and Boeing. Today our analysts have voted in favor of adding both Boeing and Mexico, and our traders are working on finalizing the transactions.


CFIF_January

Data as of March 31, 2014

Quick Links


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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