Portfolio Performance
The Eagle Investment Fund Sector and individual assets weights are determined by the guidelines set forth in the Investment Policy Statement (IPS), macroeconomic outlook, and portfolio needs. Each student will be responsible for analyzing a small number of assets from different sectors in the portfolio. Students will use various models and peer analysis to make recommendations to the fund. Students are given access to online tools for research.
The reports detail the fund’s holdings and performance over the current holding period and compare its performance to the S&P 500 index, the benchmark.