Student Managed Investment Funds

The Kitt Investing and Trading Center offers students the opportunity to manage funds - both at the graduate and undergraduate level - through courses in Asset and Wealth Management.

Within the undergraduate program, approximately 25 students are selected to participate. The Fund follows an equity long-only investment strategy, giving students hands-on experience in equity research, valuation, and portfolio management within a real-world investment setting.

Within the graduate program, this prestigious program offers a competitive entry process for Full-Time MBA, Professional MBA, and MSF students. Each semester approximately 20 students are selected to participate.

Software and Technology Students Use for Funds Management

Bloomberg Professional

FactSet

S&P Capital IQ

Morningstar Direct

Financial Trading System (FTS)

Pitchbook

PANARAY

Rise Display

Previous Investment Committee Cohort Presentations

group of students

group of students in class

Previous Portfolio Practicum Speaker Series 

Guest Speaker
Affiliation
Rakesh Dahiya Southern Methodist University
Matthew Lockridge Westwood Holdings Group, Inc.
John Mowrey NFJ Investment Group, LLC
Barry Kitt
Pinnacle Family Office
Ken Hersh
Hersh Family Investments
Kirk Rimer, Wesley Crane
CH Investment Partners
Dodee Crockett
Merrill Lynch Wealth Management
Hamiz Awan, Richard Raizes
Plutus 21

Contact for the Program

Don Shelly, Professor of Practice
Department of Finance
214-768-3828