OU Division of Finance Asset Management

OU Division of Finance Asset Management Developing investment industry leaders through ONE focused track.

OU students have FREE access to the Financial Modeling Institute (FMI) Foundations Program (a $195 value), giving you th...
05/25/2026

OU students have FREE access to the Financial Modeling Institute (FMI) Foundations Program (a $195 value), giving you the tools to build a strong foundation in financial modeling, accounting concepts, and real-world application.

Looking to go further? After completing the program, you can pursue the Advanced Financial Modeler (AFM) certification at a discounted rate—with opportunities for scholarships through the Division of Finance. Gain hands-on experience, earn industry-recognized credentials, and stand out to top firms in asset management.

📩 Interested? Message us with any questions about enrollment or scholarship opportunities.

We recently wrapped up our end-of-year Student Investment Fund presentations, where students presented their research, p...
05/07/2026

We recently wrapped up our end-of-year Student Investment Fund presentations, where students presented their research, portfolio analysis, and investment recommendations to external industry leaders and finance professionals.

The presentations gave students the chance to share the work they have put in throughout the year and receive direct feedback from professionals working in the investment industry. Opportunities like these help students connect what they learn in the classroom to real-world investment decision-making and career preparation.

We appreciate the industry professionals who gave their time to be at this final presentation. Our industry panelists included Zach Mason, Morgan Martin, Cory Robinson, Steve Winkler, Cullen Crombie (via Zoom), and members of the SIF committee board from our finance faculty. We also welcomed Ashley Smith who works in our library who helped our students prepare for their presentations and research and Justin Lund from Price Career Center. You all helped contribute to an amazing final product showcase of the student investment fund.

We’re also grateful to all guests who attended and engaged in portfolio meetings over the course of the semester. Their ongoing involvement added valuable perspective and helped strengthen each stage of the investment process.

We’re grateful to everyone who helped make this year’s presentations a meaningful experience for our students as ONE community.

Student Analyst Konner Hulbert from the SIF Spring 2026 cohort issued a buy recommendation for Upwork (Tic: UPWK). The c...
05/06/2026

Student Analyst Konner Hulbert from the SIF Spring 2026 cohort issued a buy recommendation for Upwork (Tic: UPWK). The company runs a global network that connects freelancers and agencies for software development, design, marketing, and data analytics projects. After reviewing the analyst's valuation models during an investment committee meeting on 4/9/2026, the acting portfolio managers (PMs) Nicholas Hathaway and Mason Georgia and proposed a small investment in the stock, 250 shares with cost base around $2600 - The stock appears to have upside potential, and the investment will bring diversification benefits to the portfolio. But at the same time, the PMs also cited the comments raised by meeting participants regarding the durability of the company's business model and uncertain impact of AIs on the company and its peers.

Status of the trade: pending

The University of Oklahoma - Price College of Business Student Investment Fund is a real stock portfolio seeded by Michael F. Price and managed by students in the Student Investment Fund class. The fund gives finance students hands-on experience in investment analysis and portfolio management.

Guests: Chris Cain from the Finance Division. Zoom guests include Cullen Crombie and Dan Myers.

Student Analyst Ryan Parker from the SIF Spring 2026 cohort issued a buy recommendation for John B Sanfilippo & Son Inc ...
05/04/2026

Student Analyst Ryan Parker from the SIF Spring 2026 cohort issued a buy recommendation for John B Sanfilippo & Son Inc (Tic: JBSS). The analyst used DCF models based on free cash flows and relative valuation models in his research. The recommendation lies in three pillars: expansion into the expanding snack bar market which JBSS is uniquely positioned to take advantage of in the growing market, disciplined family ownership that has generated a return on capital averaging 19.6% over the past five years, and a $90 million worth of new domestic expansion. After reviewing the analyst's valuation models and leading an investment committee meeting on 4/7/2026, the acting portfolio managers (PMs) Brendan Hansen and Evan Moros proposed to buy 65 shares of the JBSS stock. The PMs expressed concern about the concentration of sales among large customers but ultimately decided that the stock’s upside outweighed these risks.

Status of the trade: Buy 65 shares

The University of Oklahoma - Price College of Business Student Investment Fund is a real stock portfolio seeded by Michael F. Price and managed by students in the Student Investment Fund class. The fund gives these finance students hands-on experience in investment analysis and portfolio management.

Guests: Robert Ward Jr from OTRS joined the class in person. Cullen Crombie and Garrett Johnson from InvesTrust joined the Zoom meeting.

Student Analyst Carys Baldwin from the SIF Spring 2026 cohort issued a buy recommendation for Academy Sports and Outdoor...
04/30/2026

Student Analyst Carys Baldwin from the SIF Spring 2026 cohort issued a buy recommendation for Academy Sports and Outdoors Inc (Tic: A*O). The analyst used DCF models based on free cash flows and relative valuation models in her research. The recommendation is supported by the consistent demand in sporting goods and outdoor recreation, along with disciplined cost management. After reviewing the analyst's valuation models and leading an investment committee meeting on 4/2/2026, the acting portfolio managers (PMs) Mason Georgia and Nicholas Hathaway proposed to delay action. A*O is already in the Price Fund portfolio, and the PMs are assessing the pros and cons of further increase the weight of the stock.

Status of the trade: no action.

The University of Oklahoma Price College of Business Student Investment Fund is a real stock portfolio seeded by Michael F. Price and managed by students in the Student Investment Fund class. The fund gives finance students hands-on experience in investment analysis and portfolio management.

Guests: Mark Champion from Bank of America joined in person. Zoom guests include Cullen Crombie and Dan Myers.

Step beyond the classroom and into real-world investing with the Student Investment Fund at the University of Oklahoma -...
04/22/2026

Step beyond the classroom and into real-world investing with the Student Investment Fund at the University of Oklahoma - Price College of Business. This hands-on course gives students the opportunity to manage a live investment portfolio. From conducting equity research to building portfolio strategies, students gain practical experience that directly translates to careers in asset management, banking, and beyond. If you’re looking to strengthen your analytical skillset and stand out in the finance industry, FIN 4613 is a valuable next step.

📅 Offered Fall 2026 & Spring 2027
📩 Meet with your academic advisor for enrollment details!

Congratulations to our students who recently earned the IFC Investment Foundations® Certificate!• Ariana Browne• Bradley...
04/16/2026

Congratulations to our students who recently earned the IFC Investment Foundations® Certificate!
• Ariana Browne
• Bradley Buss
• Graham Waggoner
• Leon Matos
• Titus A. Rhodes

This globally recognized credential reflects their commitment to building a strong foundation in investment industry knowledge, ethics, and professional standards.

For students interested in earning this credential themselves, scholarship opportunities are available to help make the certification more accessible. If you have any questions about what the certificate provides, check out the website in our bio!

Join us in congratulating these students below!

Student Analyst Nathan Wood from the SIF Spring 2026 cohort issued a buy recommendation for Innoviva Specialty Therapeut...
04/09/2026

Student Analyst Nathan Wood from the SIF Spring 2026 cohort issued a buy recommendation for Innoviva Specialty Therapeutics, Inc. (Tic:INVA). The analyst's valuation model shows a Margin of Safety of 47%. After reviewing the analyst's valuation models and leading an investment committee meeting on 3/26/2026, the acting portfolio managers (PMs) Nicholas Hathaway and Mason Georgia proposed buy 375 shares of the stock. The PMs concluded that " despite the concerns on the sustainability of company's royalty revenue, the company demonstrated that expanding product sales and new drug launches could offset this headwind."

Status of the trade: The trade has been submitted by the course instructor Zi Jia, PhD, CFA, FRM to the Faculty Advisory Board for approval.

The University of Oklahoma’s Price Fund is a real stock portfolio seeded by Michael F. Price and managed by students in the Student Investment Fund class. The fund gives finance students hands-on experience in investment analysis and portfolio management.

On March 10 and March 12, the SIF class conducted its mid-semester portfolio review meetings. Student analysts Nicholas ...
04/07/2026

On March 10 and March 12, the SIF class conducted its mid-semester portfolio review meetings. Student analysts Nicholas Hathaway, Mason Georgia, Brendan Hansen, Efe Poyraz, Audrey Chasteen, and Evangelos presented earnings updates on their covered companies. Portfolio Managers Nathan Wood, Jose Reens, Lazaro Rodriguez, and Will Blake led the portfolio performance review, discussing the impact of trades executed during the first six investment meetings.

In addition, Joseph Cappello, CFA from the Oklahoma Teachers' Retirement System visited the class and shared insights on recent developments and volatility in the private credit market.

Team OU has advanced to the next stage of the CFA Institute Research Challenge after winning the Central & Southwest Sub...
03/31/2026

Team OU has advanced to the next stage of the CFA Institute Research Challenge after winning the Central & Southwest Subregional Competition — a major milestone in one of the most competitive global finance competitions.

Out of 1,000+ teams worldwide, only 151 advanced as local champions… and now just 42 teams remain as subregional winners. Team OU is one of them!

After competing against top programs including Missouri State, LSU, Creighton, Saint Louis, Texas Tech, and Trinity, OU emerged as one of just two teams to advance from the subregional round, representing the University of Oklahoma - Price College of Business proudly.

Congratulations to Joy Hampton, Nathan Wood, Carson Long, and Bradley Buss on this incredible accomplishment. Your hard work, determined analysis, and dedication are setting the standard.

Next up: the Americas Regional Semifinals, where OU will compete against the top 15 teams across the region. Good luck guys, and Boomer Sooner!

03/27/2026

We’re proud to share that OU Finance Ph.D. student Uwin Ariyarathna has successfully passed the CFA Institute Level I exam, marking an exciting milestone on his path toward earning the Chartered Financial Analyst (CFA) designation.

Uwin received CFA student scholarships from both the CFA Institute and the Division of Finance to support his exam journey. Please join us in celebrating Uwin’s hard work and dedication to advancing her expertise in finance! 👏

For more information about career development scholarship opportunities, students are encouraged to reach out to the Division of Finance to learn how we support professional certification programs.

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Norman, OK
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