Portfolios
The UOIG manages three portfolios totaling about $900,000. The Tall Firs Portfolio contains over $750,000 and is made possible through donations from the University of Oregon and donors. It is a value fund made up of mid to large cap firms, and has won first place in the R.I.S.E. (Redefining Investment Strategy Education) Symposium portfolio competition several times. Our DADCO Portfolio is funded by a $50,000 grant through DA Davidson. This portfolio is a growth-based fund. Once a year, our DADCO Portfolio is ranked among other schools entered into the same arrangement with DA Davidson. Recently, DADCO placed second among 20 schools. The Svigals Portfolio has been made possible by the generosity of Howard Svigals, an alumni of the UO and strong supporter of the group. the Svigals Portfolio utilizes a blend strategy and forces the UOIG to consider tax implications of investing.
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