Kitt Investing and Trading Center

Resources pertaining to the SMU Cox Business Library Kitt Investing and Trading Center

BBA Portfolio Practicum

Ann Rife Cox Endowment Fund

The Ann Rife Cox Endowment Fund is administered by the undergraduate students of the Cox School of Business under the purview of the Investments Committee of the Southern Methodist University Board of trustees. Currently, the fund has assets of approximately $3 million, and it represents one of the oldest and longest student-managed portfolio traditions in the United States. The Practicum convenes every school year in the Fall and Spring Semester. Each class has the opportunity to see its investment decisions in play for nearly 8 months before a new class takes over management of the portfolio.

Course Information: This is a two-course two-term practicum that provides students with real-time money-management experience in managing the Ann Rife Cox portfolio of approximately three million dollars. The tasks involve sector analysis, the evaluation of existing securities and the analysis and due diligence underlying security transactions into and out of the portfolio and performance assessment. The course format, with a directed study flavor, spreads the contact hours of a two hour course across the entire fall term by meeting 1.5 hours per week instead of the regular 3 hours per class time. Students are expected to the take the entire two-course practicum in the Fall-Spring sequence. Admission is by application and application does not guarantee admission. Please contact Professor Shelly at dshelly@cox.smu.edu for more information.

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