Eagle Fund

Eagle Fund logo

FGCU's Student Managed Investment Fund Manages Over $1 Million in REAL MONEY on Behalf of the University's Endowment

Guided by faculty and industry mentors, students research, analyze, and invest in equity and fixed income securities while gaining hands-on experience with state-of-the-art investment technology.  Through the program, students develop advanced skills in security analysis, portfolio management, and investment strategy, while presenting their results to the FGCU Foundation and competing in national Student Managed Investment Fund competitions. The Eagle Fund combines academic learning with real-world decision-making, preparing students for successful careers in finance.

Eagle Fund Class Photo

Eagle Fund current holdings:

 

  • About the Course

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  • Our Investment Philosophy & Process

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  • Eagle Fund Portfolios & Performance

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  • Eagle Fund Research

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  • Eagle Fund in the News

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  • Recommended Reading

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  • Eagle Fund Students

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  • Eagle Fund Alumni... Where are they now?

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The Wasmer, Schroeder, & Company Trading Room

The Wasmer, Schroeder, & Company portfolio trading room, located in Lutgert Hall 1205 in the Lutgert College of Business, is a state-of-the-art finance, trading, and research laboratory. The room features 11 Bloomberg terminals at dedicated PCs, four 80-inch LCD monitors to display lecture and presentation content, and a streaming stock ticker. In addition, the room is equipped with video/audio capture technology, with a motion-sensing video camera and two microphone sound bars. The trading room is primarily used as a finance research lab for undergraduate finance majors and MBA students. In addition, this room provides a classroom meeting space for the Eagle Fund and the Financial Policy course, the capstone finance course in the LCOB finance major. The trading room is also used for special events, such as executive committee meetings.

Sponsors

The trading room and this program itself wouldn’t be possible without our sponsors. We would like to thank Moran Wealth Management for endowing the Bloomberg terminals; without their support, the Eagle Fund would not be what it is today.  Thanks also goes to Wasmer, Schroeder & Company, and the CFA Society of Naples for their continued support. Click the links below to learn more:

Moran Wealth Management logo
wasmer schroeder logo
CFA society naples logo

Partnerships & Data Providers

Barron's & MarketWatch logo
BlackRock for Universities Program logo
Bloomberg logo
Chatered Market Technicians Association logo
The Macro Institute
GAME Forum logo
Student Managed Investment Fund Consortium logo

Journal of Student Managed Investment Funds logo

Check out “How to Structure and Operate a Student Managed Investment Fund (SMIF) more like a Professional Money Management Firm: A Case Study” by Prof. Mushock and Dr. Jones, in the fall 2024 issue of the Journal of Student Managed Investment Fundssmifjournal.com

FGCU and the LCOB would like to thank Ron and Jennifer Mushock for their gift to establish the Eagle Fund Small/Mid Cap Portfolio.

Contact Us

Travis L. Jones. Ph.D.

Ronald Mushock, CFA

Lutgert College of Business Advising

Lutgert Hall 1300
10501 FGCU Boulevard South
Fort Myers, Florida 33965