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Rebsamen Trust

The Rebsamen Trust is a student-managed investment fund at the Sam. M. Walton College of Business of the University of Arkansas.

The trust that created the fund was established in 1971 by the late Raymond Rebsamen of Little Rock, Ark., with an initial endowment of $100,000. The purpose of the fund, which is the third oldest of its kind in the nation, is to prepare students for careers in financial services. Students learn about investment practice by managing a real portfolio of equity and fixed-income securities. The current market value of the portfolio stands at more than $1 million dollars with an additional three funds that total $5 million.

Returns on the fund support the ongoing activities of the class as well as finance internships, and have been used to make contributions to Walton College scholarship fund and the Robert E. Kennedy Chair in Finance endowment in recognition of Dr. Kennedy's founding role in the creation of the fund. A highlight of the course is an annual trip to New York City, a tradition dating back to 1982, which includes meetings with major New York investment firms and former class alumni as well as a visit to the New York Stock Exchange, Little Rock and Dallas/Fort Worth.

The current instructor of the portfolio management class is Craig G. Rennie, Ph.D.

In The News

Walton College Students Place Third
Two students from the Sam M. Walton College of Business, University of Arkansas, placed third in the second annual Investment Analysis Competition at the Leonard N. Stern School of Business at New York University.

Walton College Students Take Top Place In Undergraduate Investment Fund Competition 
The portfolio management class in the Sam M. Walton College of Business, University of Arkansas, placed first in the student-managed investment fund competition for hybrid funds (undergraduate) at the Redefining Investment Strategy Education 2005.

Portfolio Management Professor and Student Discuss the Fund in Associated Press Article
Dr. Craig G. Rennie, facilitator of the Portfolio Mangement class, and Mary C. French, 22-year-old student and the Fund's Industrials Analyst, were recently quoted in an article analyzing the growth of student-led funds at universities across the nation.

Rebsamen Fund Portfolio Management Students Appear on CNBC
A group of UA seniors from the Sam M. Walton College of Business appeared on CNBC's ''Kudlow and Cramer'' program Wednesday, March 17, 2004. This appearance will form part of an annual trip to New York City by the Walton College's Rebsamen Fund Portfolio Management class.

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Garrison Financial Institute
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Fayetteville, AR 72701
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