The Owl Fund teaches students the skill set to succeed at the highest levels of finance.
Our mission is to give students hands-on real world experience managing capital and following markets. Since 2008, the Fund has sent alumni to the top firms on Wall Street.
Strategy.
The William C. Dunkelberg Owl Fund is a ~$1,250,000 long-only equity student-managed investment fund. The Fund runs a fundamental value-oriented strategy that focuses on equities across all sectors with market capitalizations of greater than $1.0 bn. The Owl Fund was founded in 2008 and began managing a portion of Temple University’s endowment in 2012.
Structure.
The Owl Fund is run by 20 Temple University students with varying roles: Chief Investment Officer (CIO), Portfolio Manager (PM), Lead Analysts, Associate Analysts, Director of Compliance, Director of Engagement, Director of Marketing, and Fox Fund Directors. The Fund meets three times each week to make buy & sell recommendations, coupled with an Initiating Coverage Report detailing the investment thesis, catalysts, risks, etc.
Results.
Over its 15-year history, the Owl Fund is proud to boast a 100% job placement rate with more than 250 alumni at many of the most prestigious firms on Wall Street. The Fund has sent students to Goldman Sachs, Bank of America, Blackstone, McKinsey, Evercore, RBC Capital Markets, Citigroup, J.P. Morgan, Barclays, and countless other top firms.
Learn More About the Fund
The Owl Fund consists of 20 Temple University students that manage our portfolio. The students are broken into six sector coverage teams, corresponding with the sectors of the S&P 500.
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