The Ohio University Student Equity Management Group
manages an equity portfolio of $1.3 million of the university's assets under a
concentrated portfolio strategy. It is directed at generating consistent risk-adjusted
returns in excess of broader equity benchmarks.
The Group was founded in late 2001 and was allocated its first funds in March of 2002. Since inception,
the fund has generated approximately $300,000
in capital gains and $47,104 of dividend income, which
supports scholarships, research grants, and other initiatives of the Ohio University Foundation.