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Equity Trading Club Currently Leading in TVA’s Investment Challenge

Belmont's TVA Portfolio team

Belmont's TVA Portfolio teamOn Oct. 28, Belmont’s Equity Trading Club and students from other competing universities met with Tennessee Valley Authority (TVA) executives to report on year-to-date performances and management disciplines within the corporation’s Investment Challenge. Belmont’s portfolio team learned that it was currently ranked first in the state with a portfolio in excess of $720,000 and a 5.38 percent outperformance of the TVA benchmark.

TVA’s Investment Challenge is an innovative partnership between TVA and universities in its service territory that provides a real-world learning experience in portfolio management. The challenge gives teams of students hands-on experience in managing TVA stock portfolios. Belmont started participating in the challenge in 2011 and has upheld a high record of placement throughout its involvement. The portfolio team came in sixth place in the 2016 competition that ended in April and boasted a strong annual return of 5.90 percent in the 2015 challenge, where they competed against 24 universities across seven states. Other universities in the challenge include Vanderbilt, Lipscomb and Middle Tennessee State.

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