The Wisman Fund
Financial Services - Shippensburg, Pennsylvania, United States
The Wisman Fund Employees
The Wisman Fund Details
This highly selective, proactive class selects senior finance majors within Shippensburg University's John L. Grove College of Business to be the sole portfolio managers, with oversight by the finance professors, of a real dollar endowment fund. The first few classes of the fall semester begin with discussion of investment goals, investment strategies, and investment criteria that will be used as guidelines to selecting securities. After publishing the final decisions, the class moves onto looking at re-evaluating their current holdings from prior classes. This process entails selling and buying securities utilizing the investment strategies/asset allocations set up from the beginning of the semester.
