The Shollmier Fund is a student-managed investment fund established in 2000 with a $250,000 investment from Dudley and Ken Shollmier.
Students learn portfolio management strategies by meeting weekly, discussing current events, and making buy and sell recommendations. Students visit firms such as Stephens Inc., Crews & Associates and Stern Agee. The current instructor of the portfolio management class is Craig G. Rennie.
The investment expected return target is the Consumer Price Index (CPI) plus 5%, as determined by the trustees stated objectives. Students will position the Shollmier fund for long-term growth in stocks, mutual funds, ETFs, REITs, investment trusts, currencies and commodities.