The purpose of The William C. Dunkelberg Owl Fund is to provide the Temple University students with an active learning environment where they put investment principles into practice to achieve professional and personal goals related to investment management.
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 company due diligence and valuation in creating research reports that are presented to the TUIA. Investment analysis and equity pitches are done in the Capital Markets Room.
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 Directors. These students meet each week in order to maximize the size of the fund by making buy/sell recommendations, coupled with an Initiating Coverage Report detailing the investment thesis, catalysts, risks, etc.
The William C. Dunkelberg Owl Fund was founded in 2006 by Ryan Alberts, a Temple University, Fox School of Business student at the time; Dr. Scott, the Fund’s faculty advisor; and M. Moshe Porat, dean of the Fox School of Business. The group started off with roughly 25 members. Since Alter Hall – Temple University’s brand new Business School – opened in 2008, the organization has grown to over 250 members today.
The Temple News Online: Owl Fund Gives Real Life Business Experience