University of Oregon Investment Group

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The University of Oregon Investment Group (UOIG) is an American student-run organization with an aim to provide students of the University of Oregon an opportunity to participate in the operation of an investment management organization, thus enhancing their education and providing career opportunities.^[1]

The total assets under management are estimated to be $900,000.^[2]

1 History
2 Portfolios under management
3 Awards
4 References
5 External links

[edit] History

In 1998, Adam Barycza, George Kosovich and Steve Zogas, together with Associate Professor of Finance John Chalmers, formed the University of Oregon Investment Group to provide practical, hands-on investment experience.

In 1999, D. A. Davidson & Co. accepted the UOIG to manage a portfolio of $50,000. The UOIG has since started to manage real money.

In 2000, the group started its second portfolio, Tall Firs, which is funded with a $450,000 donation from the University of Oregon Foundation and Lundquist College of Business alumni Roger Engemann, Grant Inman, Greg Houser and Ralph Rittenour.

In 2006, UOIG formed a $100,000 all-equity portfolio for investor Howard Svigals.

[edit] Portfolios under management

[edit] Tall Firs Portfolio

This is a portfolio funded by four alumni of the University of Oregon and the University of Oregon Foundation. The portfolio is benchmarked against 75% S&P 500 and 25% Russell 2000 indices.^[3]This is the largest portfolio managed by the UOIG with more than $820,000 currently managed under this portfolio.

[edit] D. A. Davidson Portfolio

This is a portfolio funded by the D. A. Davidson & Co. through its student investment program. The fiscal year starts on September 1st of each year and end on August 30th. UOIG would split with D. A. Davidson on all the returns after 5% each year and the portfolio would resume to $50,000. D. A. Davidson would absorb any losses. The portfolio is benchmarked against the Russell 2000 index.^[3]

[edit] Svigals Portfolio

This portfolio is funded by Howard Svigals, one of the active supporters of the UOIG. The portfolio is benchmarked against 50% S&P 500 and 50% Russell 2000 indices.^[3] The portfolio was started with $100,000 in 2005.

[edit] Awards

3rd place in the 2003-04 Davidson Student Investment Program ^[4]
2nd Place in the 2004-05 Davidson Student Investment Program ^[5]
Winner of the 2006-07 Davidson Student Investment Program^[6]
Winner of the 2004 Redefining Investment Strategy Education (RISE) Symposium - blended investment category ^[7]
Winner of the 2005 Redefining Investment Strategy Education (RISE) Symposium - blended investment category
Winner of the 2006 Redefining Investment Strategy Education (RISE) Symposium - blended investment category
Winner of the 2007 Redefining Investment Strategy Education (RISE) Symposium - value investment category^[8]
3rd place in the 2005 New York University Investment Analysis Competition