D'Artagnan Capital Fund
Start Date
29-4-2022 3:45 PM
Location
Alter Hall Poster Session 2 - 2nd floor
Abstract
Xavier University’s D'Artagnan Capital Fund is designed as a two-semester class and is a senior capstone option for finance majors. In the first semester, the students take on the role of analysts and complete evaluations and presentations on numerous different stocks. The first semester heavily helps students enhance their presentation skills while allowing them to begin to receive hands-on experience on how to actively manage a portfolio. In the second semester, students are chosen by the professor to be in a C-Suite position or in a manager assigned to one of the eleven sectors. In this second semester, the students are in charge of investment decisions, screening stocks for the first semester students to evaluate, and truly get to enhance their leadership skills as they manage and teach the analysts along the way. This two-semester experience puts together the students' prior coursework knowledge to test with real-money portfolio management which cannot be found at every University.
The D'Artagnan Capital Fund started in 2009 with $1,000,000 and has grown to over $6,000,000 thanks to generations of students who put in extensive amounts of effort into maintaining a successful portfolio. The DCF provides students with a unique and unparalleled experience that cannot be replicated in most academic settings. This two-semester experience has allowed each member to grow, not only intellectually, but also as a leader. Although, in the recent years it has been more challenging with the extremely volatile markets, the DCF continues to reach its goal and outperform our benchmark, the S&P 500. At the end of our fiscal year, March 31st 2022, we had outperformed the S&P 500 by 1.93%. On top of that, we currently manage 36 holdings within 11 sectors. The D'Artagnan Capital Fund has a specific strategy that includes: an Actively Managed Portfolio, a Strict Buy/ Sell Discipline, a Commitment to Remain Sector Neutral, and to Conduct Evaluations using the Bottom-Up Valuation Approach. As a portfolio, the DCF strictly holds Large- Cap Stock in accordance with the Investment Statement Policy as well as only invests in companies that align with the University’s Jesuit Values.
D'Artagnan Capital Fund
Alter Hall Poster Session 2 - 2nd floor
Xavier University’s D'Artagnan Capital Fund is designed as a two-semester class and is a senior capstone option for finance majors. In the first semester, the students take on the role of analysts and complete evaluations and presentations on numerous different stocks. The first semester heavily helps students enhance their presentation skills while allowing them to begin to receive hands-on experience on how to actively manage a portfolio. In the second semester, students are chosen by the professor to be in a C-Suite position or in a manager assigned to one of the eleven sectors. In this second semester, the students are in charge of investment decisions, screening stocks for the first semester students to evaluate, and truly get to enhance their leadership skills as they manage and teach the analysts along the way. This two-semester experience puts together the students' prior coursework knowledge to test with real-money portfolio management which cannot be found at every University.
The D'Artagnan Capital Fund started in 2009 with $1,000,000 and has grown to over $6,000,000 thanks to generations of students who put in extensive amounts of effort into maintaining a successful portfolio. The DCF provides students with a unique and unparalleled experience that cannot be replicated in most academic settings. This two-semester experience has allowed each member to grow, not only intellectually, but also as a leader. Although, in the recent years it has been more challenging with the extremely volatile markets, the DCF continues to reach its goal and outperform our benchmark, the S&P 500. At the end of our fiscal year, March 31st 2022, we had outperformed the S&P 500 by 1.93%. On top of that, we currently manage 36 holdings within 11 sectors. The D'Artagnan Capital Fund has a specific strategy that includes: an Actively Managed Portfolio, a Strict Buy/ Sell Discipline, a Commitment to Remain Sector Neutral, and to Conduct Evaluations using the Bottom-Up Valuation Approach. As a portfolio, the DCF strictly holds Large- Cap Stock in accordance with the Investment Statement Policy as well as only invests in companies that align with the University’s Jesuit Values.
