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.

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.

Fund Guidance

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  

Large Cap Portfolio Holdings as of August 31, 2022