The Ivey Value Fund, founded by Dr. George Athanassakos in 2013 at the Ivey
School of Business, is an integral part of the value investing experience
offered through the Ben Graham Centre for Value Investing. The Fund is the
vehicle through which students of value investing at the Ivey Business
School acquire practical investing experience during their studies at Ivey.
The Ivey Value Fund distinguishes itself from other university funds in a
number of ways:
1) |
It is the first value investing fund that invests
real money on stock ideas which have been generated,
analyzed and recommended by student analysts.
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2) |
The fund is connected to the Ben Graham Centre for
Value Investing, through which
courses on value investing, strategic hedging,
valuation of financial securities and behavioural
factors are offered. The combination of these
courses with a live value investing fund provides a
unique student opportunity not found at any other
university, either in Canada or anywhere else in the
world.
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3) |
The fund is associated with seasoned value investing practitioners, and
aspires to be a repository of value investing knowledge in Canada
and a conduit for interaction among members of the value investing
community.
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The Ivey Value Fund will strive to embody the spirit of
continuous learning and improvement by paying close attention not only to
its results but, perhaps more importantly, to its process, and in this way
remain flexible and innovative. With more experience, and through constant
learning, it is entirely possible that certain parts of the fund’s
investment policies could change.
Access to most sections of this website will be open to visitors without
registration of any kind. The exception to this will be the Fund Reports
section, which will require the use of a password received through
registration. Please contact us if this is of interest to you.
Beyond containing basic background information, quarterly and annual
reports, etc., the website is leveraged to provide student analysts with
exposure to potential employers and mentoring opportunities by value
investing professionals.
You will also find here information about the fund's mission, investment
process, governance, fund reports and the Ivey Value Fund Fellows – the
fund alumni whose ideas have either been included in the fund’s portfolio,
or in our watch list. All of this is aimed to promote the Ben Graham Centre
as a nucleus around which members of the value investing community can
connect professionally and exchange ideas.
Investment Philosophy, Policy & Process