The Owl Fund
Education Program
The Owl Fund offers an intensive two-semester course focusing on providing analysts with real world experience
Database & Analysis
Students receive access to financial data sets and are taught to critically analyze trends in economic data
Great Teachers
The Owl Fund is taught is by professors with over 20 years of experience in portfolio management
Industry Resources
The Owl Fund gives students access to industry-leading software like Bloomberg and FactSet
The Fox School of Business Difference
Temple University Investment Association
The Temple University Investment Association (TUIA) generates and disseminates information regarding the selection of equity securities for the Fund’s portfolio. The William C. Dunkelberg Owl Fund has a portfolio composed of equity investments throughout various sectors of the economy. Industry standard research tools such as Bloomberg Professional, Morningstar, and Capital IQ are used to conduct […]
The Fox Fund
The Fox Fund is a virtual portfolio that acts as a feeder fund to the Owl Fund. The Fox Fund is run by three directors in their junior or senior year that have previously had experience in the Owl Fund. The Fox Fund is composed of six sectors: Healthcare, Financials, Technology, Energy, Industrials, and Consumer. […]
The Owl Fund
The William C. Dunkelberg Owl Fund is a $500,000 long-only equity student-managed investment fund that operates as the parent entity of the Temple University Investment Association. The Owl Fund is run by 26 Temple University students with varying roles: Chief Investment Officer, Director of Portfolio Management, Lead Analysts, Associate Analysts, Director of Compliance, and Fox Fund […]