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HomeAchieversBelmont Investment Group Ranks Nationally

Belmont Investment Group Ranks Nationally

(L to R: Allen Joseph, Chau Mai and Josh Dahlberg)

Belmont’s student Investment Group recently participated in the TVA Investment and the Bloomberg Trading Challenges where they came home with impressive honors. Consistently beating the S&P 500 for the 1 month and 1- 3- and 5-year periods, the team ultimately placed in the nation’s top 4 percent for the Bloomberg Trading Challenge over the period of 8 weeks. For the TVA Challenge, the team placed in the top 6 of the 25 competing universities.


The team’s excess returns against the S&P 500 were as follows:

  • 1-month: 1.25% return
  • Year-to-date: 6.30% return
  • 1-year: 20.56% return
  • 3-year: 9.17% return
  • 5-Year: 12.40% return

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