| The mission of the Wharton Investment
Management Fund is four-fold.
Enrich the overall educational experience at Wharton
The primary goal of the Wharton Investment Management Fund
is to enhance the educational opportunities available to those
Wharton MBA students with an interest in the investment management
industry. The Fund achieves this goal by providing students
with the opportunity to gain hands-on experience researching
and analyzing securities, to debate and better understand
different investment philosophies, and to receive exposure
to the organizational process involved in investment research
and money management.
Outperform the Fund’s most relevant benchmark
Given its small-cap value investment discipline, the Fund
seeks to outperform its most relevant benchmark: the Russell
2000 Value Index. It is the responsibility of the Fellows
to manage the risk-reward prospects of the portfolio. As part
of that process, the Fellows choose to manage the Fund on
a sector neutral basis.
Provide recruiters with well-qualified candidates
The Wharton Investment Management Fund is a significant recruiting
pool from which investment management firms select full-time
employees at Wharton. Not only does the Fund benefit from
a positive reputation as a training ground for students, but
it also provides recruiters with specific evidence of students’
interest and ability levels in the investment management field.
The professional success of recent Wharton MBA graduates who
have gone into the investment management industry is a tribute
to how well the Fund has met this objective.
Establish a valuable network for current students
and alumni
The Fund recognizes and embraces the fact that, upon entry
into Wharton, many MBA students have varying levels of experience
in the investment management industry. As such, the Fund seeks
to create an atmosphere in which every student feels comfortable
participating and contributing, and where ideas are challenged
but the people offering these ideas are not. Additionally,
the existence of the Fund has established a continually growing
network of alumni involved with the Wharton Investment Management
Fund. As the number of investment professionals who support
the Fund increases, it is the goal of the Fellows to strengthen
ties between current students and Fund alumni.
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