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Baylor BU Hankamer School of Business Undergraduate Finance, Insurance and Real Estate Hodges Capital Financial Markets Center About The Phil Dorr Fund
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About The Phil Dorr Fund

Establishment

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. 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 Fund has since grown through contributions and investment gains to approximately $13.2 million (as of January 2023).

Fund Guidance

Students in the Practicum Portfolio Management course manage the Fund under the guidance of two faculty members: Mr. Brandon Troegle, CFA, CAIA, Senior Portfolio Manager and Senior Vice President with Northern Trust, and Mr. Taylor Finch, CFA, the Founder and Portfolio Manager at Finch Capital Management. 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  

Market Sector           
Communication Services Ryan Shula and Jack Marlin
Consumer Discretionary  Benj Nopper and Tate Matthews
Consumer Staples Andrea Angulo and Sambhay Jain
Energy and Utilities Joshua Mercurio and Parker Cannon
Financials and Real Estate Samantha Boyce and Jack Cook
Health Care Aaron Brown and Abhinav Mehta
Industrial and Materials Clayton Deimund and Olivia Schmidt
IT - Software and Services Avery Elam and Alex Etzel
IT - Hardware Elijah Gibson and Francisco Escobar Iniguez

Large Cap Portfolio Holdings as of January 1, 2023

Market Sector/Ticker       Company    
Communication Services  
GOOG Alphabet Inc. Class C
DIS Walt Disney Company
Consumer Discretionary  
AZO AutoZone, Inc.
LULU Lululemon Athletica, Inc.
Consumer Staples  
COST Costco Wholesale Corporation
HSY Hershey Company
Energy  
CVX Chevron Corporation
XOM Exxon Mobil Corporation
Financials  
BRK,B Berkshire Hathaway, Inc. Class B
BLK BlackRock, Inc.
Health Care  
MRK Merck & Co., Inc.
UNH UnitedHealth Group Inc.
Industrials  
CP Canadian Pacific Railway
TDG TransDigm Group Inc.
Information Technology  
AAPL Apple Inc.
MSFT Microsoft Corporation
QCOM Qualcomm Incorporated
V Visa Inc. Class A
Materials  
CTVA Corteva Inc
Real Estate  
PLD Prologis, Inc.
Utilities  
NRG NRG Energy, Inc.

 

Hankamer School of Business

Paul L. Foster Campus for Business and Innovation
1621 S 3rd St.
Waco, TX 76706

One Bear Place #98001
Waco, TX 76798

(254) 710-3411
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Baylor BU Hankamer School of Business Undergraduate Finance, Insurance and Real Estate Hodges Capital Financial Markets Center About The Phil Dorr Fund
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