Fox Fund Analyst Application - Spring 2019
The TUIA Fox Fund—prerequisite for the William C. Dunkelberg Owl Fund—is a virtual equity portfolio formed to introduce and educate interested students on the various investment principles and methodologies implemented in the Owl Fund to identify attractive investments. The Fox Fund is led by former Owl Fund graduating seniors (Tarun Sangari and Trevor Lohman) and advised by the Owl Fund Managing Director, Dr. Jonathan Scott.

Selected students are taught how to find “undervalued” stocks, work with industry software such as S&P Capital IQ, FactSet and Bloomberg Professional, and are educated on all relevant knowledge used to compose an investment thesis and the subsequent initiating coverage reports. The first half of the Fox Fund is dedicated to education; meetings will consist of interactive lectures, in class activities and three take home assignments. In the second half of the semester, students are broken up into “sectors” of the S&P 500 (e.g., Healthcare, Financials, etc.). and work with their team to formulate an investment thesis, write a report, and present their thesis to the Fox Fund and members of the Owl Fund. The Fox Found meets MWF from 4:30-5:20pm in the Capital Markets Room (CMR; Alter 132) and are expected to dedicate sufficient time outside of normal meeting hours to complete all assigned tasks.

Interested members of the Temple University Investment Association (TUIA) should submit the following application. ONLY electronic applications will be accepted.

**YOU ARE REQUIRED TO FILL OUT AN ANALYST APPLICATION REGARDLESS OF YOUR PARTICIPATION IN THE FOX FUND IN THE FALL SEMESTER**

Applications will not be accepted after Friday, February 1st at 11:59pm.

Email address *
Name (First Last) *
Your answer
9 Digit TUID *
Your answer
Major(s) *
Your answer
Minor(s) *
Your answer
Courses Completed as of Fall 2018 *
Required
Previous Fox Fund Experience *
Previous Sector Assignments *
Required
Are you a member of Fox / Temple Honors? *
Have you completed the TUIA Modules? *
Have you participated in the Adventis Bootcamp? *
Are you FMC Level I or Level II certified? (Choose one) *
GPA (4.00 scale) *
Your answer
Are you planning on interviewing for the FALL 2019 Owl Fund class? *
Are you interested in interviewing for the Owl Fund in the future? *
Sector Preference #1 *
Sector Preference #2 *
Sector Preference #3 *
Are you interested in a Lead Analyst role this semester? (Resume will be required at a later date) *
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