The William C. Dunkelberg Owl Fund
Temple University's Student Managed Investment Fund
Strategy
The William C. Dunkelberg Owl Fund is a ~$3,000,000 long-only equity student-managed investment fund. The Fund runs a fundamental value-oriented strategy that focuses on equities across all sectors with market capitalizations of greater than $1.0 bn. The Owl Fund was founded in 2008 and began managing a portion of Temple University’s endowment in 2012.
Structure
The Owl Fund is run by 20 Temple University students. These students meet three times each week to make buy & sell recommendations utilizing various valuation methodologies, supported by ~20 page coverage reports detailing a investment thesis, catalysts, valuation, risks, peer group analysis, and financial model.
Results
Since 2008, The Owl Fund has placed 250+ alumni to the top firms on Wall Street and beyond.
Owl Fund Alumni Placement
Learn More About the Fund
The Owl Fund consists of 20 Temple University students that manage our portfolio with various roles: Chief Investment Officer, Portfolio Manager, Lead Analysts, and Associate Analysts. The analysts are broken into five sector coverage teams: Financials & Real Estate, Consumer & Communication, Healthcare, Information Technology and Infrastructure. Students can receive up to 3 college credits per semester for participating in the Owl Fund.
Join Our Mailing List
Sign up to receive access to our monthly and annual reports.