"As the group of students selected to manage the UNF Student Managed Investment Fund, we have been chosen as leaders to set the standards for the future. For now, we are owners in the vision and fiduciary responsibility of this program. Not only do we have the opportunity to operate as a professional investment firm, but we also represent the excellent quality of the UNF Coggin College of Business. It is a privilege that we must accept with the utmost in humility and professionalism. It is within this spirit that we share the vision to develop a program that will enhance our professional development, increase recognition for the quality of the UNF Coggin College of Business, and ultimately add value to our community."
Dr. Reinhold Lamb, The Jody and Leighton Smith Professor of Accounting & Finance - UNF
||Industrials Sector, Small-Cap Plays
||Materials Sector, Fixed Income
||Consumer Discretionary Sector, Green Plays
||Finance(All other Industries) Sector, Value Plays
||Real Estate Sector, Technical Plays
||Finance(Commercial Banking) Sector, Index Plays
||Healthcare Sector, Government Event Plays
||Consumer Staples Sector
||Information Technology Sector
||Strategist: Latin America, Operations Manager
||Utilities Sector, Non-Government Event Plays
||Telecommunications Sector, Mid-Cap Plays
||Energy Sector, Fixed Income
||Strategist: North America/Federal Reserve
Delve into the complex and rewarding world of the technical indicators that help to track key changes in market sentiment; and identify trading strategies based on historical price movements.
what effect the constant stream of information and ‘Breaking News’ will have on
asset prices, and seek alpha through keen positioning.
Find opportunities in the form of mispriced assets that have catalysts for correction. Provide analysis supporting current target price ranges and returns expected in an estimated window of time.
the workings of governments around the world and seek alpha from the impact of
governing bodies on regional economies.
the fixed income portion of the OFG portfolio in a way that is expected to
generate alpha against the fixed income benchmark. Seek to capitalize from
interest rate anomalies and implied bond price movements.
Exploit the growth trajectory of the market for sustainable energy on all levels of the value chain through the thoughtful identification of impactful firms with market support.
on the next big ideas before they become big by analyzing the wide market of
Officer Position Descriptions
of the economists becomes proficient in the understanding of the workings of a
portion of the global economy, becoming experts in the analyses of their
respective assigned regions. The North American economist is the Chief
Economist, ensuring the reconciliation of quality information among all
the course of the year, the special projects coordinator will be charged with
those tasks which do not fall within the responsibilities of the other
officers, using creativity and out of the box thinking to resolve them.
Alumni are involved in the workings of each new group, as teachers and as role
models of future success in the financial sector. The Alumni Relations Director
ensures steady and consistent communication between OFG past and present.
coordination with the Coggin College Webmaster, this officer is responsible to
ensure the accuracy of OFG’s online presence.
with a professional hedge fund, OFG has operations it undertakes and a budget
to fund them. The Accountant/Operations Manager ensures that these operations
are executed efficiently and affordably.
the search for opportunities within the spectrum of assets driven by
geo-political shifts; this officer-analyst ensures the consistent delivery of
key updates which shape asset allocation decisions, and the portfolio
is the responsibility of OFG’s statistician to constantly observe the vitals of
the fund. Reports and updates regarding asset allocation and risk exposure are
generated through powerful use of the BlueSky platform for portfolio management
offered by Advent Software’s Black Diamond Performance Reporting.