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College of Business Administration (CBA)

Gordon Spellman Fund

The Gordon Spellman Fund

  • students achieve real world experience as investment analysts and portfolio managers
  • fund was established in 2004 by Kevin Spellman
  • first trade was made in February 2006


Participation in the Fund's management educates students on how to participate in actual financial markets through security analysis and portfolio management. Students gain practical experience in current financial markets and learn to balance emotional reaction to current news with long-term objectives. In the process students establish a strategic outlook in order to analyze current and future economic conditions and their impact on the Fund.

State of the Art Kaplan Finance Lab Classroom

Students working with the fund have access to state-of-the-art technology in the Kaplan Finance Lab, as well as financial data via our Telemet Software. Students in the Investment Club evaluate each sector's outlook to facilitate and better determine the portfolio's target sector allocation. Students present on their valuation and other background information when making presentations to the Faculty Advisory Board and Business Advisory Board.

Real time stock ticker outside Kaplan classroom
As of July 2024, the fund is currently around $500,000 in value. Disbursements from the fund provide funding to support data costs, Telemet Orion Finance Lab software, annual Value Line subscriptions, and the annual costs of our Rise Display Ticker outside the Kaplan Finance Lab, in addition to hosting dinner after the presentations for students and Advisory Board.

Current Holdings

Top Fund Holdings:

Name Ticker % Weight
UnitedHealth Group Inc UNH 8.12
Union Pacific Corp UNP 6.53
Applied Materials Inc AMAT 5.39
Apple Inc AAPL 5.39
Mastercard Inc Class A MA 5.08
Microsoft Corp MSFT 4.53
JPMorgan Chase & Co JPM 4.52
Netflix Inc NFLX 4.48
Rio Tinto PLC ADR RIO 4.37
Procter & Gamble Co PG 3.39
Qualcomm Inc QCOM 3.02
Nexstar Media Group Inc NXST 2.81
Meta Platforms Inc Class A META 2.41
Alphabet Inc Class A GOOGL 2.36
Student Investment Management Team
Brady Beck

Brady Beck

Brady Beck is a junior at the University of Wisconsin–La Crosse majoring in Finance with a minor in Economics and is a member of the Student Investment Team for the Gordon Spellman Fund. He previously interned in Legal & Risk Management at Landmark Credit Union, gaining experience in risk management, compliance, and financial services. Originally from Waukesha County, he has a strong passion for sports and enjoys staying active outside of academics and investing. He hopes to pursue a career in Finance.

Elijah Ferguson

Elijah Ferguson

Elijah Ferguson is a junior accounting major at UW–La Crosse from Milwaukee, Wisconsin, working toward his degree and CPA credentials by spring 2028. In his third year as an analyst with the Spellman Fund, Elijah applies equity research and market analysis to support fund performance. He also participates in the Investment Club and Financial Management Association (FMA). Elijah looks forward to leveraging his fund experience to take on greater analytical leadership and collaborate closely with his peers. Outside the classroom, he stays active with intramural sports and follows Wisconsin sports, especially the Bucks and Packers.

Charlie Johnson

Charlie Johnson

Charlie Johnson is a fourth-year student at the University of Wisconsin–La Crosse pursuing a bachelor’s degree in accounting and finance, with an expected graduation date of December 2027. Originally from Stillwater, Minnesota, Charlie is actively involved in several student organizations, serving as Vice President of the Investment Club, Treasurer of Beta Alpha Psi, and an active member of UWL's Real Estate Club. During his sophomore year, Charlie participated in the 2024-2025 CFA Institute Research Challenge, where he mainly focused on researching and presenting environmental, social, and governance (ESG) factors as part of his team's equity analysis. Since his freshman year, he has been a member of the Investment Management Team, gaining hands-on experience in investment research and portfolio management. Charlie is passionate about financial markets, investment analysis, and continuous learning. He is committed to helping expand the Investment Management Team's presence on campus while mentoring and supporting fellow students as they develop their knowledge and interest in finance.

Mya Trafficante

Mya Trafficante

Mya Trafficante is a senior from Sussex, Wisconsin, a suburb located outside of Milwaukee. She is currently pursuing two bachelor's degrees in finance and in business analytics at UW-La Crosse and will be graduating in May 2027. The last two summers, Mya furthered her financial experience through a finance internship at Fiserv and will be returning full time after graduation. She is also an ongoing member of the Investment Club, Women in Business, and the Financial Management Association at UWL. Through the Investment Management Team, Mya has been able to gain a better understanding of the stock market and learned numerous strategies that can assist in analyzing a stock portfolio.

Reports

Current Year Reports

Annual Report:

Work in progress

Mid-Year Report:

Work in progress

Monthly Reports:

Work in progress

Prior Year Reports

Annual Report:

Work in progress

Mid-Year Report:

Work in progress

Monthly Reports:

Work in progress

Presentations

Spring 2024 Presentations

Fastenal, ARM, Home Depot, Target, Amazon, Nvidia

Fall 2023 Presentations

APD, SAP, EMR, MCD, BC, PFE

Spring 2023 Presentations

NXST, GOOGL, ANET, DIS

Advisory Board

The following provides the list of current members of the Gordon Spellman Fund Advisory Board. All board members are alumni of UW-La Crosse.

Casey Sambs, CFA - Senior Portfolio Manager at Columbia Threadneedle Investments in Milwaukee, WI

Tyler Lynch, CFA – Director of Global Fixed Income, Currencies & Commodities at BMO Capital Markets in Milwaukee, WI

Robert Allen – Retired, formerly Senior Vice President at Stifel in La Crosse, WI

Nick Ziarek, CFA, AIF – Financial Planner at Shakespeare Wealth Management in Pewaukee, WI

Adam Pugh, CFA – Alternative Investments at CUNA Mutual Group in Madison, WI

Brandon Hellenbrand, CFA – Senior Investment Analyst at Trust Point in La Crosse, WI

Dr. Kevin Spellman, CFA – Senior Lecturer and David O. Nicholas Director of Investment Management at UW-Milwaukee

Eddie Hebert, CFA – Managing Director and Client Portfolio Manager at PPM America in Chicago, IL

Brian Wilmet, CFA – Investment Advisor Representative at High Point Capital Group in Milwaukee, WI

Rodrigo De La Pena Alanis – Associate Research Analyst for Marquette Associates in Chicago, IL

Student Activities

Student Managed Investment Fund Consortium (SMIFC) Conference

UWL Attendees at 2021 SMIFC Conference Trip

SMIFC Poster Session

Student attendees at conference hotel