The Fund

The Fund is a student run market portfolio financed by Drew alumni that attempts to bridge the gap between Madison Avenue and Wall Street. The Fund will employ a total return strategy that puts the focus on the combination of capital appreciation as well as income in returning value to the portfolio. Our investment process seeks to take advantage of top down economic and sector opportunities with corresponding bottom up security selection. The analyst teams subscribe to a fundamental approach in valuing single companies, including discounted cash flow valuations, profitability ratios, and financial statement analysis.