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Henry Fund Wins Student Stock Portfolio Competition

For the second year in a row, a stock portfolio managed by University of Iowa MBA students earned top honors in a national competition of student-run funds.

The Henry Fund, managed by students from the UI's Tippie School of Management, won first place in the graduate category for large-cap equity blend portfolios. The competition was held in conjunction with the Redefining Investment Strategy Education (RISE) Forum last weekend at the University of Dayton.

Twelve-month risk-adjusted returns from 2006 were used to determine the winners in the areas of growth, value, blend, alternative and fixed income styles of portfolio management. The Henry Fund returned 13.44 percent in 2006.

Todd Houge, an assistant professor of finance in the UI's Tippie College of Business and Henry Fund advisor, attended the RISE conference with Henry Fund MBA students Brian Douglas, Zac McQuistan, Sridip Mukhopadhyaya, Swapnil Kadu, Zendong Wang, Todd Nelson, and Jonathan Perez.

In addition to the portfolio contest, the Henry Fund students also participated in a poster-board session and gave an investment presentation to a panel of three investment professionals.

RISE is the largest student investment education conference in the world. Approximately 1,700 students and 500 financial professionals from across the United States and around the world attended the event, which included open forum panel discussions from 75 different investment, regulatory and economic professionals.

"This was a great opportunity for students to learn from a variety of practitioners from all areas of investments, as well as being a great opportunity to showcase our programs," Houge said.

Named for its two founding benefactors, Henry Royer and Henry B. Tippie, the Henry Fund is an endowed equity portfolio that invests in companies that are industry leaders with above-average investment opportunities. Managing the fund provides MBA students enrolled in the Applied Securities Management course with hands-on experience investigating and recommending stocks. Each of the 12 analysts works within one or more economic sectors and is responsible for developing an investment review, researching new companies to purchase, and evaluating the buy/sell recommendations of other managers. Henry Fund alumni have secured excellent positions at investment firms and in corporate finance.


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