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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.

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  

Market Sector           
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

Ticker       Total    
  Communication Services
GOOG Alphabet Inc. Class C
DIS Walt Disney Company
  Consumer Discretionary
AZO AutoZone, Inc.
EBAY eBay Inc.
  Consumer Staples
COST Costco Wholesale Corporation
TSN Tyson Foods, Inc. Class A
  Energy
FANG Diamondback Energy, Inc
XOM Exxon Mobil Corporation
  Financials
ALLY Ally Financial Inc.
BLK BlackRock, Inc.
  Health Care
TMO Thermo Fisher Scientific Inc.
UNH UnitedHealth Group Inc.
  Industrials
CP Canadian Pacific Railway
LHX L3Harris Technologies Inc.
  Information Technology
AAPL Apple Inc.
KLAC KLA Corporation
MSFT Microsoft Corporation
V Visa Inc. Class A
  Materials
CTVA Corteva Inc
  Real Estate
PLD Prologis, Inc.
  Utilities
NRG NRG Energy, Inc.
  Cash

 

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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