Clayton Investment Team

A "Million Dollar" Experience

 

The FirstBank Investment Fund, a $1 million student-managed investment fund, enables students to serve as analysts and the portfolio manager for a real stock portfolio. Originally, the Clayton Investment Fund, the fund began in 2007 with an investment by Jim Clayton, founder of Clayton Homes and chairman of Clayton Bancorp in Knoxville, Tennessee. In September 2019, the fund transitioned to the FirstBank Investment Fund. 

Each semester, students apply to be part of the FirstBank Investment Team. The team is typically comprised of junior and senior students majoring in business. The fund follows a value investing strategy; students screen for securities, analyze company financial statements, value securities, defend their actions before an advisory board, and work together as a team. This student-led, student-managed investment opportunity provides real-world experience to students and is an invaluable learning tool that distinguishes FHU finance graduates in the job market.

The FHU College of Business receives a percentage of the fund's earnings. Since 2007, it has generated more than $154,000 for the FHU finance program. The finance program uses these funds to strengthen the program through technology initiatives, student experiences, career preparation, guest speakers and other innovative ways.

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Each semester, students apply to be part of the Clayton Investment Team. The team is typically comprised of junior and senior students majoring in business. The fund follows a value investing strategy; students screen for securities, analyze company financial statements, value securities, defend their actions before an advisory board, and work together as a team. This student-led, student-managed investment opportunity provides real-world experience to students and is an invaluable learning tool that distinguishes FHU finance graduates in the job market.

The FHU College of Business receives a percentage of the fund's earnings. Since 2007, it has generated $117,650 for the FHU finance program. The finance program uses these funds to strengthen the program through technology initiatives, student experiences, career preparation, guest speakers and other innovative ways.