Academic Departments
Aristotle Fund
The Aristotle Fund is a student-managed investment fund run under the auspices of the University of St. Thomas, made possible by an anonymous donation.
Every year a group of students selected from the graduate UST Opus College of Business program manage an ongoing portfolio of equity securities, selecting, analyzing, and incorporating new stocks and divesting others within the context of their policy mandate. In addition, the students are responsible for a variety of communications pertaining to the performance of the fund, for which this website serves as the primary forum.
The fund is currently operated as a mid-cap equity blend, and is overseen by a UST board of advisors, an array of qualified financial professionals working as individual student mentors, and a managing professor, Dr. Mary Daugherty.
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About the Class
Students who manage the Aristotle Fund are registered in FINC717: Investment Fund Management. The course simulates the job requirements for stock analysts and portfolio managers as much as possible.
Students are expected to do a substantial amount of analysis and presentation, working both as a team and on an indivdual basis. Guest lecturers and investment professionals serving as mentors help enhance the class understanding of actual industry process.
Interested? You can read more in the course syllabus.
Curious about our portfolio?
For each of the current holdings of the Aristotle Fund, you can find an analyst's report, model, and where available, a ValueLine report on our Portfolio page.
