Davis Investment Group
Why wait until after graduation to manage investments when you can start today? As part of the Davis Investment Group, you will gain experience managing stocks, bonds and other equities in CBE’s portfolio. The decision-making, presentation and professional skills you develop from this opportunity will be invaluable in future job searches.
Why the Davis Investment Group?
Stand out among your peers entering the finance industry with real-world experience managing long-term investments. After graduation you will be ready to speak with future employers about:
- market research
- tracking specific market sectors
- formally presenting investment opportunities to peers
- providing professional reports including news, industry ratings and personal recommendations
The Davis Investment Group also connects you to finance industry contacts across the United States through virtual visits and field trips. These networking opportunities are unique to Vandals, and one more way to connect you to employers.
The Davis Group recruits new members every spring semester. Recruitment is open to students of any class standing. To get involved, contact:
229 J.A. Albertson Building
Investing in Future Vandals
Simon Nguy and the Davis Group help students afford college.
The Davis portfolio includes common stock, bonds, warrants and cash equivalent securities. In agreement with investment objectives, assets in the portfolio should be managed in a moderately conservative way. In this context, conservative relates to such issues as expected long-term rates of return, volatility, investment vehicles, and diversification among economic and industry sectors and individual securities.
Davis portfolio should be managed with these two objectives:
- Growth of Capital: The asset value of the portfolio, exclusive of contributions or withdrawals, should grow in the long run and earn at least a yearly rate of return equaling the return on the S&P 500 index.
- Preservation of Capital: Asset growth, exclusive of contributions and withdrawals, should exceed the rate of inflation given by the CPI in order to preserve the capital of the portfolio’s assets.
Investments are to be made consistent with the safeguards to which a prudent investor would adhere subject to the limitations stated herein. Tax-related issues will not enter into consideration in the management of the assets. Realization of capital gains and losses should be viewed solely in terms of investment merits. All assets selected for the portfolio must have a readily available market value and be marketable.
Portfolio should be well-diversified to avoid undue exposure to any single economic sector, industry group, or individual security.
The Davis Investment Group was established in 1989 with a $100,000 grant donated by A.D. and J.E. Davis,founders of Winn Dixie grocery chain. This amount was matched by the U of I Consolidated Investment Trust (CIT). The CIT matching funds, plus a reasonable interest on the use of the funds, have since been returned to the U of I CIT. Presently, the fund is worth over $400,000. Over the years, the Davis Group has contributed over $250,000 towards the University and College of Business and Economics scholarship funds. The Program is designed to provide students with the opportunity to gain real life investment experience during college.
- Annual Report 2021 pdf
- Annual Report 2020 pdf
- Annual Report 2019 pdf