University of Guelph-Humber

This fund allows a group of students to act as fund managers in overseeing a virtual portfolio of $1,000,000. Students selected as fund managers will be responsible for analyzing investment opportunities, presenting their recommendations, deciding the composition of the portfolio, and evaluating performance. Professors George Bragues and Alireza Talebi will act as faculty advisors, though students selected as fund managers will be chiefly responsible for the operation of the virtual hedge fund. Professors Bragues and Talebi will provide the students chosen as fund managers with lessons on how to research securities and manage risk.

Students will be able to benefit by:

• Gaining knowledge about the financial markets and investments
• Improving their resumes to pursue job opportunities in the field of investment management
• Learning state-of-the art techniques of security analysis and risk management
• Enhancing their group work and presentations skills
• Networking with others interested in financial markets
• Adding to their co-curricular record

Statement of Investment Policy

The University of Guelph-Humber Hedge Fund operates in accordance with an investment policy statement agreed to by the members of the Hedge Fund. The policy is reviewed at the beginning of each school year. A copy of that policy is available here.

Current Portfolio Managers:

For the 2019/2020, the student portfolio managers are:

Alexander Nwaokoro

Jason Wang Williams

Janefer Vo

Lawrence Lee

William Houghton

Holdings and Performance of the Fund:

The fund’s performance is indicated below as of February 26, 2021. This data is updated here at the end of each month.

A detailed listing of current positions can be found here >>