Student and Foundation Fund Newsletter
Letter from the Portfolio Managers
Contribute, Achieve, and Pay-it-forward. The class worked diligently to follow this mindset inorder to raise funds for students in need of scholarships. This class included nine bright students, guided by an experienced and passionate mentor, Dat Le, while following the Investment Policy Statement provided by the UNC Foundation. Through weekly teamwork, this class operated withresiliency, teamwork, and outstanding collaboration.
With the most modern equipment and subscriptions provided by the university, the class was able to perform fundamental and technical analysis to develop and diversify the best portfolio possible. The class is grateful for this opportunity which required great trust from the UNC Foundation.
- SAFF Class Fall 2023
