About
The AIM Class (FIN 375) is a distinguished investment committee comprised of the top students at Kutztown University’s College of Business. This student-led committee is hand-selected and tasked with managing a diversified portfolio of equity and fixed-income securities endowed by the Kutztown University Foundation.
The committee aims to generate an above-average, risk-adjusted return over the fiscal year. Specifically, the committee conducts various financial analyses, incorporating research from public filings to create individual pitchbooks based on a position of "buy, hold, or sell.”
The current portfolio is valued at over $900,000 and is estimated to cross the $1 million mark within the coming semesters. While the fund’s investment returns are extremely important, the program’s primary goal is to provide students with the skills they need to land desirable careers in investment management.
Our Mission
To provide students with relevant, meaningful, and applicable investment management and financial science information.
Our Vision
To build an educational and engaging business culture that will give students the tools they need to achieve their desired careers and create substantial value within themselves.
Annual Reports
History
Dr. Jonathan Kramer and the Kutztown University Foundation originated the AIM concept years ago. Their intent was to help students obtain rewarding careers by giving them genuine experience and exposure to a valuable investment framework.
From an initial investment of $50,000, the fund has grown to a current value of approximately $900,000. Since its inception, AIM has helped many students achieve their ambitions of working for a desirable firm and has effectively created a network of prestigious AIM alumni.