The Owl Fund: About Us

The Investment Association

The Temple University Investment Association (TUIA) is the finance student professional organization (SPO) for the Fox School of Business. TUIA aims to prepare its members for jobs at top global firms, including financial institutions and other corporations, and it trains its members accordingly. 

The organization hosts industry speakers from all walks of finance, including corporate finance, investment banking, equity research, private equity, fixed income, and economic research. These speaker sessions help younger members better understand financial career opportunities, and they also provide excellent networking opportunities for students seeking internships. 

TUIA also provides educational workshops on various topics to build out members’ financial and professional skill sets. Modules and workshops have covered everything from elevator pitches to the best places to shop for business professional dress on a budget; we aim to be a one-stop-shop for Temple students who want a job in finance. You DO NOT need any prior knowledge or experience to join TUIA.

The William C. Dunkelberg Owl Fund

Overview

TUIA is the proud parent organization of the William C. Dunkelberg Owl Fund, a ~$500,000 long only student managed equity investment fund, sometimes referred to as the WCD Owl Fund, the Owl Fund, or simply “the Fund”. Over its 10-year history, the Owl Fund is proud to boast a 100% job placement rate with alumni at many of the most prestigious firms on Wall Street. The Fund has sent students to Goldman Sachs, Bank of America, McKinsey, Evercore, RBC Capital Markets, Citigroup, J.P. Morgan, Barclays, and countless other top firms. The first step towards joining the Owl Fund is joining TUIA. Please feel free to reach out for additional information at inquiry@theowlfund.com.

Structure

Executives & Directors

Two student executives lead the Owl Fund: a Chief Investment Officer (CIO) and a Portfolio Manager (PM). The CIO handles the Fund’s day to day operations, provides pitch feedback, and broadly leads the organization. The PM determines sector weightings and position-sizing and distributes weekly performance updates. 

The Fox Fund has a separate team of directors that work in tandem with the Owl Fund Executives. The Fox Fund Directors are responsible for creating the curriculum, teaching, and running the Fox Fund.  

Lead Analysts

Lead Analysts typically have spent at least one previous semester as an Owl Fund Associate. The Lead Analyst is responsible for covering the Owl Fund’s current holdings, identifying trends in their respective sector, and working with the Fund Executives to determine position sizing. Along with portfolio weighting analysis, the Lead Analyst leads the decision making behind three initiations of coverage per semester, as well as any sell recommendations that may be necessary.

Associate Analysts

Associate Analysts are responsible for assisting their sector’s Lead Analysts in conducting due diligence and investment research.