About The Phil Dorr Fund
The Philip M. Dorr Alumni and Friends Endowed Investment Fund was established in 2000 with an initial endowment of $250,000 from Philip Dorr of Chicago. With additional contributions raised by Dean Terry Maness from alumni and friends, the Fund opened with a total of $400,000.
The Fund has since grown through contributions and investment gains to approximately $14.2 million (as of January 2022). A full list of contributors can be seen to the right; however, special mention should be made of a generous gift from Don and Ruth Buchholz of Dallas, which was matched by a contribution from the endowment fund of the University.
The students run the Fund under the guidance of the center's faculty: Mr. Brandon Troegle, CFA, CAIA, Managing Director, and Portfolio Manager, of Hillcrest Asset Management and Mr. David Morehead, CFA, Baylor University's Chief Investment Officer. Together, they teach students how to make well-informed equity investment decisions through fundamental analysis.
The student analysts learn through first-hand experience the amount of research and analysis that goes into stock selection. They use a combination of Value Line, First Call, Bloomberg, FactSet and financial websites to research earnings surprises, forward growth drivers and other pertinent information.
Student Managers - Large Cap Portfolio, Fall 2022
|Communication Services||Erin Warren and Sean Willoughby|
|Consumer Discretionary||Jacob Clinkenbeard and Jack Wandel|
|Consumer Staples||Luke Griffin and Luke Hankins|
|Energy and Utilities||Josh Lipper and Spencer Keith|
|Financials and Real Estate||Haleigh Brown and Sean Holford|
|Health Care||Michelle Paige and Stephen Ferkol|
|Industrial and Materials||Christopher Frantzen and Kyle Underwood|
|IT - Software and Services||Matthew Jensen and Scott Dickerson|
|IT - Hardware||Drew McCann and William Burns|
Large Cap Portfolio Holdings as of August 31, 2022
|GOOG||Alphabet Inc. Class C|
|DIS||Walt Disney Company|
|COST||Costco Wholesale Corporation|
|TSN||Tyson Foods, Inc. Class A|
|FANG||Diamondback Energy, Inc|
|XOM||Exxon Mobil Corporation|
|ALLY||Ally Financial Inc.|
|TMO||Thermo Fisher Scientific Inc.|
|UNH||UnitedHealth Group Inc.|
|CP||Canadian Pacific Railway|
|LHX||L3Harris Technologies Inc.|
|V||Visa Inc. Class A|
|NRG||NRG Energy, Inc.|