Application

Application Deadline for New Students:  Tuesday, August 22nd at Midnight.

Interested in joining the fund? Applications for the Category 5 Student Managed Investment Fund open in the final weeks of each semester.

Here is a short description of requirements and prerequisites.

To apply, please fill in the application below. You can also click the following link for a more detailed description of analyst responsibilities for new students as they join and advance through the fund: CAT-5 Flyer 2017 Fall.  The class meets on Wednesday nights from 6:30 – 8:30 PM.

Application

Click here for the Application

Tickers of current and past holdings:

AAL, AAPL, ADSK, AMGN, AMT, AZPN, BA, BWLD, CAH, CCP, CSCO, CTRP, CTSH, EWRE, GAS, GM, HII, HINKF, HW, INGR, IRBT, JOUT, KR, LEN, LO, MA, MKGAF, MM, MOS, MU, NBR, NCLH, OA, OPK, PANW, R, RCD, RCL, RDS/A, RGI, RHS, ROSE, RTM, RYE, RYF, RYH, RYU, SCHZ, SLG, SPY, TEVA, TMO, VTR, WBMD, WCC, WCC, WFC, WSO, ZEP

The most recent application form was installed Friday July 21st, 2017 at 11:30 AM