The purpose of The William C. Dunkelberg Owl Fund is to provide the Temple University students with an active learning environment where they put investment principles into practice to achieve professional and personal goals related to investment management.
The TUIA serves as both the generator and disseminator of information regarding the selection of equity securities for the Fund’s portfolio. The William C. Dunkelberg Owl Fund has a portfolio composed of equity investments throughout various sectors of the economy. Industry standard research tools such as Bloomberg Professional, Morningstar and Capital IQ are used to conduct company due diligence and valuation in creating research reports that are presented to the TUIA. Investment analysis and equity pitches are done in the Capital Markets Room.
The William C. Dunkelberg Owl Fund was founded in 2006 by Ryan Alberts, a Temple University, Fox School of Business student at the time; Dr. Scott, the Fund’s faculty advisor and M. Moshe Porat, dean of the Fox School of Business. The group started off with roughly 25 members. Since Alter Hall – Temple University’s brand new Business School – opened in 2008, the organization has grown to over 150 members today.
President: Tyler Ascione
Advisor: Cindy Axelrod