Spartan RE Fund
We believe that having the opportunity to manage real money is an exceptional and unique valuation learning experience. In that respect, the fund will be managed on a continuous basis throughout the semester and academic years by a selective and bright group of students.
We believe that the market is weak-form efficient so that through mostly fundamental analysis we can pick stocks that reveal superior market values. We strive to beat the MSCI US REIT Index by creating a portfolio of stocks with superior value. The focus will be both on valuation as well as in portfolio management.
The objective of the fund is to learn how to evaluate real estate investment trusts (REITs),
mortgage-backed securities (MBS), real estate closed-end funds (CEFs), real estate exchange traded Funds (ETFs), and California real estate/infrastructure municipal bonds through market, industry, credit, and fundamental analysis.