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Whipkey Large Cap Fund The Large-Cap Fund is led by a Chief Investment Officer and a Portfolio Manager. The fund is broken into five sectors determined by the Global Industry Classification System (GICS). Each sector contains up to 8 analysts led by a sector captain. The CIO, PM and Sector Captains comprise the investment committee for the fund, and have final authority on all investment decisions subject to approval from the cross-fund investment committee, of which the CIO is a member.
The Large-Cap fund may invest in any domestically traded stock with a market capitalization above $5 Billion and an average daily trading volume above 200,000 shares. Performance is measured on both a relative and absolute basis. Performance is monitored and reported weekly, and heavy emphasis is placed on the portfolio’s risk-adjusted returns. Risk-adjusted performance is used as a measure for friendly competition between the Large-Cap and Mid-Cap fund. Investments in the fund must also pass all socially responsible criteria as determined by Villanova’s Student Managed Funds Socially Responsible Investing (SRI) Committee. The committee has equal representation from the Graduate-Level Student Managed Funds (SMF) class, the Undergraduate-Level SMF class and The Villanova Equity Society. Under SRI, investors typically look at a company’s internal operating behavior (such as employment policies and benefits) and external practices and policies (such as effects on the environment and indigenous people), as well as its product line (such as tobacco or defense equipment) to determine whether they should become owners of the firm. We aim to encourage corporate behaviors that align with Villanova University’s Augustinian traditions as well as student’s own moral conscience. |
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Copyright Villanova Equity Society |
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