Centers | AIM

Structure

The MBA Investment Fund, L.L.C. is a private investment company with three distinct investment products: Growth Portfolio, Value Portfolio, and Endowment Fund. The Portfolio Managers hold investors' trust in the highest regard. The management of these portfolios follows specific guidelines as to appropriate investments, philosophy, and structure.

Organizational Structure of Money Management:
The management of the MBA Investment Fund is divided into 5 groups:
Group 1 : Financials
Group 2 : Consumer Discretionary, Consumer Staples
Group 3 : Energy, Industrials, Materials, Utilities
Group 4 : Information Technology, Telecommunications
Group 5: Healthcare

The Portfolio managers are divided between these five groups. The division of industries between these groups is designed so that each group has approximately one-fifth of investable assets under management. The managers in each group are responsible for researching, evaluating acquisition and selling decisions for the stocks within their assigned industry segments.  Each manager is assigned to one of the eight manager roles within the Fund, and the group works to oversee the Fund's assets.

For a more detailed description of the individual manager functions see:

Manager Roles

Page last updated: 5/16/2013