“Real Stocks, Real Money, Real Education”

Our Mission at The Fund at Drew University is to bridge the gap between academic theory and real-world markets, by providing students with practical investment experience using real capital provided by alumni investors.

We aim to inspire and develop future financial leaders by fostering a collaborative environment that values: Drew curriculum in our investment principles, engagement of resources like the Drew Career Center, connection to our alumni network, and the overall professional development of each student member.

i. Bloomberg Lab

For additional experience beyond curriculum instruction, Fund analysts have the opportunity to immerse themselves in industry essential financial technology with the Bloomberg Trading Room. This Drew resource assists in guiding Drew Students in their investment research and decisions. The Bloomberg lab at Drew is essential to the unique experience of The Fund at Drew

ii. Semester on Wall Street

Many Fund students participate in Drew’s Semester on Wall Street. Read More at Drew Wall street semester.

iii. Career Center

The Fund aims to connect Drew Students to Drew professional development resources like Drew’s Center For Career Development
In addition to stock pitches, Fund meetings can consist of resume, interview, and LinkedIn workshops.

TheThe Fund’s Portfolio

Our Investment Philosophy centers around large-cap growth stocks that demonstrate strong potential for sustainable growth that will grow our portfolio. We prioritize companies with strong competitive advantages, visionary leadership and innovative business models. All the while, maintaining the constraints of our benchmark, the S&P 500. We are committed to facilitating a diverse portfolio, balancing risk and return, and ensuring our investment decisions are guided through thorough research and a deep understanding of economic factors.

We seek to identify and invest in companies with strong market positions, innovative growth strategies and capable management teams. By utilizing thorough fundamental analysis and leveraging the diverse perspectives and insights within our team, we aim to construct a well-balanced portfolio that outpaces our benchmark while managing risk. Our approach is both disciplined and adaptive to ensure we remain in tune with the market and economic shifts.