Real Money Portfolio
The Citadel FMA has its own real-money portfolio!
The Fund contributes to the School of Business Administration's curriculum by providing a real-life learning exprerience to students interested in finance and investments. Students actively research and manage the funds investments which consist of U.S. stocks.
Fund's Objective: Long-term Capital Appreciation
Benchmark: S&P 500
|Robert S. Knotek||Head Portfolio Manager|
|Matt Small||Energy Sector Analyst|
|Colton Smith||Energy Sector Analyst|
|Chris Hoffman||Resources Sector Analyst|
|Joseph Lee||Resources Sector Analyst|
|Cody Turner||Financial Sector Analyst|
|Joel Moore||Financial Sector Analyst|
|John Crye||Manufacturing Sector Analyst|
|Teddi Haliscak||Healthcare Sector Analyst|
|James Smith||Healthcare Sector Analyst|
|Dahon Simeone||Technology Sector Analyst|
|Taylor Russell||Technology Sector Analyst|
|Gray Snowden||Aerospace/Defense Secto Analyst|
The current value of the portfolio (as of 9/30/2013) is $9,957.53 and is up 48.19% since inception and 29.9% since December of 2012.