Mayer FundOverview

Brief History

The Mayer Fund was established in 1993 with a contribution from the College of Business and Management Foundation. Through appreciation and outside contributions, the Mayer Fund has grown to over $1.2 million, as of September 2006. Each year the Mayer Fund pays a dividend to the Dean's office. The dividend is used to support a variety of school programs.

Goal

The Mayer Fund's goal is to achieve capital appreciation by capturing the superior returns that equity investments have historically provided. The Fund's long-term performance goal is to outpace the appreciation of the S&P 500 on a risk-adjusted basis. Although the primary goal of the fund is to achieve capital appreciation, it is just as important that each member learns the processes by which investment decisions are made in a professional asset management setting.

Management

The Mayer Fund is run by a select group of second-year MBA students at the Robert H. Smith School of Business who comprise a management team of two portfolio managers and ten equity analysts. In addition, a member of the Mayer Fund is responsible for technology and marketing for the fund.

 

Latest News