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The Dragon Fund

The Dragon Fund, LeBow’s student-managed equity portfolio, was started in the fall of 2007 with $250,000. The fund, which specializes in U.S. midcap stocks, has since grown to more than $3.7 million.

The fund is managed by LeBow undergraduates through two courses, Applied and Advanced Portfolio Management. In these courses, students team up in sector groups to apply asset allocation and stock selection models to run this real-world equity portfolio. In the process, they also acquire proficiency with financial software used by institutional investors, such as Bloomberg and FactSet, and get exposure to and feedback from senior investment professionals in collaboration with Drexel’s investment office as well as through Drexel’s vast alumni network.

A substantial portion of former Dragon Fund class participants have found full-time employment as financial analysts at institutions such as:

  • Bank of America/Merrill Lynch
  • Barclays
  • BlackRock
  • Citigroup
  • Glenmede
  • Goldman Sachs
  • JP Morgan
  • Nomura
  • PNC Capital Advisors
  • T. Rowe Price
  • Turner
  • Vanguard

Students selected to manage the Dragon Fund are required to take FIN 341 (and, upon satisfactory completion, FIN 342), which count as electives in a finance concentration, minor, major or co-major.

FIN 341 - Applied Portfolio Management

This course covers topics related to portfolio management. Students will learn how to analyze industries, select securities for inclusion in investment portfolios and analyze portfolio performance. Students will participate in the management of a real investment portfolio for the duration of the course.

FIN 342 - Advanced Portfolio Management

This course covers advanced topics related to portfolio management. Students will learn how to analyze industries and the investment potential of individual securities in depth. They will also learn advanced methods for analyzing portfolio performance and investment strategy. Students will participate in the management of a real investment portfolio for the duration of the course.

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