The William C. Dunkelberg Owl Fund
Temple University's Student Managed Investment Fund
Strategy
The William C. Dunkelberg Owl Fund is a 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. These students meet three times each week to create buy & sell recommendations by utilizing various valuation methodologies, supported by ~20 page initiating coverage reports detailing an investment thesis, potential catalysts, valuation, risks to investment, peer group analysis, and financial model.
Success
The Owl Fund’s alumni network includes 250+ professionals placed across multiple sectors of finance. Alumni have secured roles in investment banking, private equity, equity research, sales & trading, asset management, corporate finance, and wealth management, applying the Fund’s intensive curriculum to succeed at major global banks and private institutions.
Owl Fund Alumni Placement
Learn More About the Fund
The Owl Fund consists of 20 Temple University students that manage our portfolio with various roles: Chief Investment Officer, Portfolio Manager, Lead Analysts, and Associate Analysts. The analysts are broken into six sector coverage teams: Financials & Real Estate, Consumer & Communication, Healthcare, Information Technology, Industrials, and Commodities. Students can receive up to 3 college credits per semester for participating in the Owl Fund.