Linda Barrington

Portfolio Managers

Investment Advisors

Cayuga Fund Investment Advisors agree to be available as a resource to student portfolio managers, providing professional guidance and expert feedback on their research. Students are encouraged to contact their investment advisors at least once a semester. Sahil Bhatia, MBA ’12 Manning & Napier Albert Chu, MBA ’05 Man GLG Christopher Johnson, MBA ’10 Polar […]

How the Fund Operates

Equity Research Associates

Research Associates interested in participating in the management of the Cayuga Fund must take NBA 4120 – Equity Investments and Analysis as a pre-requisite. They will then be able to enroll in NBA 5121 – Applied Portfolio Management, in the fall semester.

Cayuga Fund Credit Research Challenge

Students learn credit research techniques and review their Cayuga Fund fundamental stock research reports for credit ideas. Each sector team selects one debt issue to study. Teams prepare detailed credit reports and present their recommendations in a 5-minute (with 5 minutes for Q&A) competition, in early April, to the class and our guest judge. Grading […]

1st Year Sector Analysts

Overview First-year MBA students interested in fundamental research begin their training in the summer and fall of their first year by pursuing the summer prep program, one-day Stock Camp, participating in the Investment Management Club, and working on their own.  This is in addition to completing coursework in finance, accounting, and business strategy and management.  […]

The Cayuga Fund

Teams/Past Winners