Created in the Spring semester of 2008, the Fund consists of one faculty advisor, one co-facilitator and a group of students (collectively, the "Fund Managers"), who may be undergraduate or graduate students. Admission to the Fund's companion course is determined by application and approval of the faculty advisor. The course requirements and prerequisites are established by the Brock School of Business faculty. The companion course may be taken twice for course credit. The investment goal of the Fund is to maximize the long-term rate of return consistent with prudent risk limits. The Fund's objectives are: to deliver experiential education in securities analysis and portfolio management and to generate an investment return (capital gains and income) that consistently exceeds the benchmark's total return.
Bulldog Investment Fund Bylaws
Bulldog Investment Fund Investment Policy
In a remarkably difficult investing environment, one that has challenged the most experienced fund managers, it is impressive that throughout this time, student managers have outperformed 94 percent of the nation’s professional fund managers. The fund has outperformed the S&P 500 by 13 percentage points, which translates to a roughly $220,000 advantage to Samford. This impressive performance convinced the Samford Board of Trustees to add $700,000 to the Fund shortly after its inception bringing the total under management to more than $1.7 million. The Bulldog Investment Fund is now the largest such fund in Alabama and one of the top five student-managed funds in the southeast.
Alumni of the Bulldog Investment Fund have gone on to careers as revenue analysts, development directors, and sales representatives with companies ranging from the American Cancer Society, to BBVA Compass Bank, to the United States Armed Services.