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Blue Hen Investment Club

The Blue Hen Investment Club is the University of Delaware's student-managed investment fund with $1.8 million assets under management. It is open to students of all majors that are willing to commit to managing a portion of the university's endowment. Over the years, the fund has created leaders who have found careers with institutions such as Morgan Stanley, JPMorgan Chase, Bank of America Merrill Lynch, UBS, PwC, EY, KPMG, and McKinsey & Company.

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 seven sectors that the fund is divided into. Each Sector Head is supported by a team of analysts. The investment fund is advised by Professor Richard Jakotowicz 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. Applicants are asked to submit their resumes for an initial screening. Selected applicants will then go through an interview process that evaluates their analytical ability and previous experiences. The fund also offers a FINC120 class every semester.

Education Process

The Blue Hen Investment Club, since its inception, has served as a key component of finance education at the University of Delaware. With the help of many club members and Sector Heads, we have rolled out an online education portal, complete with detailed explanations of a wide variety of fundamental analysis techniques, formula sheets, Excel-based valuation templates, and Google Form quizzes. These tools are intended to be used by anyone participiating in the club's initiatives, from students in FINC120 to seasoned analysts looking for a refresher course before an important interview. Please send any comments or requests for content to the current Director of Education.   

 

Executive Board:  

 

 

Phillip Flesch
President
Graduating Year: 2016

Biography | Email

Jonathan Vicari
Vice President
Graduating Year: 2016

Biography | Email

Joshua Carruthers
Economic Strategist
Graduating Year: 2017

Biography | Email

James Celia
Director of Education
Graduating Year: 2016

Biography | Email

Club Members

Consumer Discretionary:    

Taylor Gould
Sector Head
Consumer Discretionary
Graduating Year: 2016

Biography | Email

A.J. Smiley
Sector Head
Consumer Discretionary
Graduating Year: 2017

Biography | Email

Samantha Besold
Analyst
Consumer Discretionary
Graduating Year: 2018

 

Kyra Clark
Analyst
Consumer Discretionary
Graduating Year: 2016

Carter Compello
Analyst
Consumer Discretionary
Graduating Year: 2017

 

 

Ryan Fante
Analyst
Consumer Discretionary
Graduating Year: 2017

Alec Miller
Analyst
Consumer Discretionary
Graduating Year: 2017

Kristen Rossi
Analyst
Consumer Discretionary
Graduating Year: 2017

William Visser
Analyst
Consumer Discretionary
Graduating Year: 2018

Consumer Staples:    

Fan Yang
Sector Head
Consumer Staples
Graduate Student

Biography | Email​ 

Justin Ferrarie
Analyst
Consumer Staples
Graduating Year: 2017

 

Matthew Gordon
Analyst
Consumer Staples
Graduating Year: 2018

 

Anthony Manno
Analyst
Consumer Staples
Graduating Year: 2018

Hayley Tenhoopen
Analyst
Consumer Staples
Graduating Year: 2018

Genevieve Vicari
Analyst
Consumer Staples
Graduating Year: 2018

Zachary Weisel
Analyst
Consumer Staples
Graduating Year: 2018

   
Energy & Utilities:    

Joseph Sagsveen
Sector Head
Energy & Utilities
Graduating Year: 2016

​Biography | Email

Jack Benotti
Analyst
Energy & Utilities
Graduating Year: 2018

 

Fletcher Comrie
Analyst
Energy & Utilities
Graduating Year: 2018

 

Elias Encarnacion
Analyst
Energy & Utilities
Graduating Year: 2018

Alex Fish
Analyst
Energy & Utilities
Graduating Year: 2019

Frank Haendel
Analyst
Energy & Utilities
Graduating Year: 2017

Kyle Lojek
Analyst
Energy & Utilities
Graduating Year: 2016

 

 

Conor Peaks
Analyst
Energy & Utilities
Graduating Year: 2016

Andrew Tom
Analyst
Energy & Utilities
Graduating Year: 2018

Financials:    

Anthony Zdrojewski
Sector Head
Financials
Graduating Year: 2016

Biography | Email

Tim Friedman
Analyst
Financials
Graduating Year: 2018

 

Tony Liu
Analyst
Financials
Graduating Year: 2016

 

Ryan O'Donnell
Analyst
Financials
Graduating Year: 2019

Joshua Stern
Analyst
Financials
Graduating Year: 2017

Ted Walker
Analyst
Financials
Graduating Year: 2017

Health Care:    

 

 

Jacob Fertell
Sector Head
Health Care
Graduating Year: 2017

​Biography | Email

Jacob Perrone
Sector Head
Healthcare
Graduating Year: 2017

​Biography | Email

Frank DePinto
Sector Head
Healthcare
Graduating Year: 2016

Biography | Email

Hannah Crismon
Analyst
Healthcare
Graduating Year: 2018

Roy Geng
Analyst
Healthcare
Graduating Year: 2018

 

 

Luke Malone
Analyst
Healthcare
Graduating Year: 2017

Michael Nittolo
Analyst
Healthcare
Graduating Year: 2016

Matt Renzi
Analyst
Healthcare
Graduating Year: 2018

 
Industrials & Materials:    

Colin Miller
Sector Head
Industrials & Materials
Graduating Year: 2017

Biography | Email

James Baxter
Analyst
Industrials & Materials
Graduating Year: 2016

 

Michael McCormick
Analyst
Industrials & Materials
Graduating Year: 2017

 

Joe Schwab
Analyst
Industrials & Materials
Graduating Year: 2019

Rory Smith
Analyst
Industrials & Materials
Graduating Year: 2017

 

 

Jeffrey Sowden
Analyst
Industrials & Materials
Graduating Year: 2016

Brandon Zenick
Analyst
Industrials & Materials
Graduating Year: 2019

   
Technology & Telecom:

S.J. Desai
Sector Head
Technology & Telecom
Graduating Year: 2018

Biography | Email

Colt Armstrong
Analyst
Technology & Telecom
Graduating Year: 2017

 

Jake Bertelson
Analyst
Technology & Telecom
Graduating Year: 2018

 

Ryan Bond
Analyst
Technology & Telecom
Graduating Year: 2018

Trey Brunson
Analyst
Technology & Telecom
Graduating Year: 2018

Rees Tillotson
Analyst
Technology & Telecom
Graduating Year: 2018

Tom Washington
Analyst
Technology & Telecom
Graduate Student

 

The Lerner College is home to a state-of-the-art financial trading facility, the $1.5 million student-led Blue Hen Investment Club, a student-managed restaurant and hotel, a high-technology development center of a global bank and a start-up experience for students with new business ideas.

Undergraduate scholarships, made possible through the generosity of alumni and friends, enable us to support promising scholars. Here, Delaware Gov. Jack Markell and his mother, Leni Markell, join recipients of the William Markell Scholarship (center), which benefits students in Accounting and MIS.

The Institute for Financial Services Analytics is a collaboration between the Lerner College, UD's College of Engineering and JPMorgan Chase, and hosts events for academics and the business community designed to address consumer analytics and industry applications.

All Lerner College departments offer discovery learning experiences and emphasize data-based analytics to enrich the student experience. Here, students at Vita Nova, our award-winning restaurant run through HRIM, joined professional chefs and winemakers in hosting a 2014 Mid-Atlantic Wine and Food Festival event.

Lerner College faculty - like Meryl Gardner, whose research on foods and moods was recently published in the Journal of Consumer Psychology - are thought leaders who command attention from influential business audiences, economists and policy makers.

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