Secure Login
MBA Investment Fund 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 the trust that investors have placed in them in the highest regard. As a result, 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 and the division of industries between these groups is designed to ensure that each group has approximately one fifth of investable assets under management. The managers in each group are responsible for researching and evaluating acquisition and sell decisions for the stocks within their assigned industry segments. In addition to responsibility for management of the Fund's assets, each manager is assigned to one of the eight manager roles within the Fund.
For a more detailed description of the Individual manager functions see: