Carlson School of Management

Funds Enterprise

The Carlson Funds Enterprise (CFE) 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 $35 million*. That figure puts CFE in the top three student-managed investment funds in the world, based on assets under management. The students who make up the CFE work with real participants who have invested real money on which they expect a real return. Our students are required to practice real world management.

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

*Total combined assets of the Carlson Growth Fund and the Carlson Fixed Income Fund as of 7/31/12.

Our Funds

The CFE manages two funds, a small capitalization growth fund and a fixed income fund. CFE students manage all aspects of the funds including analysis of securities, trading, compliance, marketing, and client reporting. Students are guided by two investment industry professionals.

The Carlson School Growth Fund currently has $18 million under management. Analysts research and present two stocks to the Investment Oversight Committee, one stock in the fall and one stock in the spring. Assistance and oversight is provided by professional mentors and academic faculty.

The Carlson School Fixed Income Fund currently has $17 million under management. Each analyst covers a sector, with new research presented to the Investment Oversight Committee twice a year. Assistance and oversight is provided by professional mentors and academic faculty.

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CFA Institute

The Carlson School is proud to be a CFA Program Partner school.

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321 19th Ave. S., Minneapolis, MN 55455 | 612-625-0027 | 877-625-6468