Investment Club
Investment Club returns 79% winning the Oak Competition!
The investment club was originally started with a gift from the Hunsberger family. Since then the fund has grown to over $50,000. In more recent years the club also started investing in a second portfolio that was started by Oak Associates. Oak Associates is a money management firm that also manages the White Oak, Pin Oak and Red Oak mutual funds.
The Oak Associates fund was started with $50,000 and competes against 14 other schools. At the end of each year 5% of the total fund transfers to the school's endowment. This year the Denison Investment Club transferred $5,620.45.
Awards
- First place receives $15,000
- Second place receives $10,000
- Third place receives $5,000
- Most Improved receives $5,000
Competing Schools
- American University
- Case Western Reserve
- College of Wooster
- Duquesne University
- Mount Union
- Northwestern School of Law
- Ohio Wesleyan University
- Rutgers University
- University of Akron
- University of Dayton
- University of Memphis
- University of Rio Grande
- University of Wisconsin
At the end of 1998 the investment club Oak portfolio was up to $112,409.
If you are interested in joining the investment club contact Brett Stertzbach.