Blue Hen Investment Club

Mission Statement

The mission of the Blue Hen Investment Club is to provide a valuable educational experience to its members by allowing them to manage a real dollar investment portfolio. Through rigorous training and hands-on experience, members learn about the most important aspects of finance and investing while developing strong teamwork, public speaking, and analytical skills. This experience is facilitated through the fund’s weekly meetings, sector meetings, trainings, workshops, and guest speakers.

Investment Philosophy

The Blue Hen Investment Club seeks to outperform the S&P 500 Index on a risk-adjusted basis. To achieve this goal, the fund takes a value-oriented approach to investing by identifying undervalued securities and taking positions in them. This process is consistent with a long-term approach to investing. Furthermore, the fund is committed to diversifying its portfolio between different sectors to not only capture the full breadth of opportunity in the markets but also minimize the risk from a potential over-concentration of capital.

Organizational Structure

The fund is led by an Executive Board, chaired by the President. The Executive Board appoints Sector Heads to lead the eight sectors that the fund is divided into. Each Sector Head is supported by a team of analysts. The investment fund is advised by Professor Jay Coughenour from the Alfred Lerner College of Business and Economics Department of Finance.

Selection Procedure

Recruitment to join the Blue Hen Investment Club is held at the beginning of each semester. An information session will be held within the first couple weeks of the semester in the Purnell Trading Lab. Applications will be due a week after the information session, and interviews will occur on the weekend following the application deadline. Interested students should attend the information session to find out specific application instructions.

Standards of Professional Conduct

The Standards of Professional Conduct related to the BHIC reflect the mission of the club towards becoming a professional and successful organization for University of Delaware students to develop professionally. The Club recognizes that high ethical standards are not only required in the classroom but also critical to maintaining the integrity of the BHIC. Holding to these standards is essential to the Club’s mission in providing a valuable educational experience to its members by allowing them to manage a real dollar investment portfolio. The Standards of Professional Conduct are applicable to all stakeholders within the Club, including Analysts, Sector Heads, e-Board members, and the faculty adviser.

Any violations will result in immediate removal from the BHIC.

BHIC Members must:

— Act with the highest standard of honesty and integrity.

— Engage all members with the highest level of respect and in an ethical manner.

— Communicate feedback fairly, constructively, and objectively with all members.

— Exercise independent judgment when conducting research and making recommendations.

— Must not knowingly make any misrepresentations or intentionally omit information relating to investment analysis and recommendations.

— Practice, and encourage others to practice, in a professional and ethical manner that will reflect positively on themselves and the club.

— Maintain and improve the professional competence of other BHIC members.

— Place the integrity and the interests of the BHIC above their own personal interests.

— Promote the integrity of the club’s Code of Professional Conduct.

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