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Jesus Is King, is the One.
Our History
Many years ago, the first fund was given by a big donor who wanted to support the students of Gardner-Webb University.
It wasn't until 2023 that Luis Alejandro Ramirez (BBA '24) pitched the idea for Gardner-Webb's first student-managed investment fund to Dr. Robert Quillinan, J.D.
Ramirez then teamed up with Diego Ezquerro (BBA '23), Laci Paul (BBA '24), and other students to lay the groundwork for what is now the Portfolio Management Group.
About Us
The Portfolio Management Group, is a student-managed investment fund at Gardner-Webb University's Godbold College of Business. PMG currently have ~$175,000 AUM in long-only Equity and Fixed Income markets.
The Fund
Our holdings cover multiple industries, and we have developed our fund structure accordingly. Members of the Analyst Program spend their time intensively covering one sector closely, gaining a thorough understanding of their coverage universe. While the PMs lead their particular sector and work alongside the analyst to create investment memorandums. These sectors include Tech, Media & Telecom, Healthcare, Financial Institutions, Energy & Natural Resources, Industrial & Utilities, and Consumer Goods & Retail. Take note that these are subject to change as portfolio holdings vary over time.
