The William C. Dunkelberg Owl Fund Email Format

Investment ManagementPennsylvania, United States11-50 Employees

The William C. Dunkelberg Owl Fund is a student-run investment fund based in Philadelphia, focused on long-only equity investments implemented through a value-oriented approach. It manages about $3 million and is organized around a team of twenty students who are divided into six sector-coverage groups, supported by a leadership framework that includes a Chief Investment Officer, a Portfolio Manager, a Chief Compliance Officer, a Director of Marketing, and a Director of Engagement.

Its primary objective is to outperform the S&P 500 through active management, while the fund also serves as an educational tool for analysts to develop industry-standard equity research and financial analysis skills. The structure emphasizes governance and analysis as students construct Initiating Coverage Reports and Financial Models for potential investments. In the broader investment management landscape, the Owl Fund operates as a student-driven program that provides hands-on experience alongside formal investment research.

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