Blue Eagle Capital is a student-run investment fund that enables our master of finance students an opportunity both to learn the institutional investment management process and experience the responsibility for ownership of a fund’s performance. Work on the fund is integrated into the program's practicum courses under the guidance of faculty and fund advisor, Professor Kirsten Travers-UyHam, a professional portfolio manager. Students leverage the Finance Lab, which is designed as a trading space with state-of-the-art trading, research, and presentation platforms.
Investment Fund
Blue Eagle Capital
Where Class Meets Capital
Blue Eagle Capital Student-led Investment Fund
Purpose
Where Class Meets Capital
Blue Eagle Capital
Shaping the future of financial success, Blue Eagle Capital merges the expertise of Emory Master of Analytical Finance students with data-driven strategies and fresh perspectives. As the future of finance, we architect innovative solutions, adapt to market changes, and offer transparent communication. Partner with us and embark on a journey where analytical mastery meets investment excellence.
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Student Led
Students may apply for chief officer positions within the fund and will go through an interview process each October. Any interested students may hold analyst positions. -
Operations
Students meet at least once a month for an Investment Committee Meeting to collaborate on the fund’s strategy, market outlook and assessment of new and existing positions. -
Feedback
The fund will run similarly to a real investment management firm with oversight and expertise provided to the students by the fund’s faculty advisor, Kirsten Travers-UyHam.
Blue Eagle Capital
How It Works
The fund seeks to grow capital by generating excellent risk-adjusted returns across a full market cycle by investing in a balanced portfolio of liquid US equity positions across a variety of regions and industry sectors.
Blue Eagle Capital
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Research
Our team of analysts perform fundamental research and use screening tools to identify stocks that are poised to outperform the benchmark S&P 500 index. Recent investments in 2023 included companies in the healthcare, communication, consumer discretionary, and technology sectors. We have built a proprietary trade booking and trade blotter system to manage incoming trades. We then book the portfolio into Bloomberg, where we can track the markets and the portfolio returns. -
Screening
We monitor the global themes and our portfolio over time based, making changes based on our outlook of regional conditions, identifiable catalysts, fundamental valuation of assets, global economic cycles, and technical factors. We combine qualitative and quantitative techniques with a practical knowledge of the markets to pitch new ideas during the investment committee meetings. -
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Publications
Analysts write and publish our weekly market commentary. The investment committee presents a summary of fund performance, risk, and attribution analysis to the class each month. All students work on our annual market outlook, which we publish each January. Risk and compliance reports are also available to potential investors upon request.
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Kirsten Travers-Uyham
"Our students bring a tremendous richness of experiences and global ideas that we combine with practical insights from our curriculum to construct actionable investment strategies. Seeing this real-world fund come to life and generate returns that beat the market has been thrilling!" -
Pratik Devnani 24MAF
"Being the Chief Investment Officer of our student-led investment fund motivates me to keep up with global markets and constantly question and seek the deeper meaning in actions being taken around the world and their consequences." -
Mack Morris 24MAF
"My work as CTO has taught me that problem solving is a never-ending loop. I'm constantly thinking of new ways to streamline our data tracking to make it more efficient and more accurate. This experience has boosted my confidence, preparing me to tackle similar challenges I'll be faced with when I start my career."
C-Suite Positions
Responsibilities: Oversee the strategy of the fund and create reports that show the exposures and performance of the fund over time
Officer Name: Pratik Devnani
Hometown: Dubai, United Arab Emirates
Undergraduate Education: Indiana University, Kelley School of Business
Responsibilities: Oversee the research process and team of analysts and publish a weekly markets blast for stakeholders
Officer Name: Sidhant Mattha
Hometown: Bhopal, India
Undergraduate Education: Finance, Narsee Monjee Institute of Management Studies (Mumbai, India)
Responsibilities: Find the most efficient flow of funds; create a simplified stream from trade requests to execution and allocation of data collection
Officer Name: Colton Myers
Hometown: St. Simons Island, GA
Undergraduate Education: Finance with a minor in Business Law and Sports Business, Stetson University
Responsibilities: Create the systems to track the fund's trades and returns and support other officers with technical needs
Officer Name: Mack Morris
Hometown: St. Louis, Missouri
Undergraduate Education: Mathematics and Economics, Missouri State University
Responsibilities: Monitor the performance and assess risk profile of the portfolio
Officer Name: Jessie Gentle
Hometown: Caya, Belize
Undergraduate Education: Economics, Galen University
Responsibilities: Create brand identity and marketing materials so our work looks consistent and be communicated with interested parties in the future.
Officer Name: Nathasya Tadjudin
Hometown: Roswell, GA
Undergraduate Education: Business Management and Psychology, Agnes Scott College
Responsibilities: Ensure that the fund operates within the bounds of applicable laws, regulations, and internal policies; oversee the development, implementation, and enforcement of compliance programs tailored to mitigate risks and safeguard the integrity of operations
Officer Name: Amen Mahary
Hometown: Addis Ababa, Ethiopia
Undergraduate Education: Economics and Business Management, Agnes Scott College