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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

Club members meet weekly to talk about current market developments, analyse current and potential future holdings and discuss new trades. Voting members vote on trades which are then submitted for execution to the club's broker. Any club member can participate in the discussions and recommend new research ideas and directions. However, only paying members have voting rights. A core team of students is responsible to follow development in various sectors/industries and update all club members at the weekly meetings. If you are interested in becoming a sector analyst please let as know at This email address is being protected from spambots. You need JavaScript enabled to view it. . Please make sure to attach an up-to-date resume.

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.