The D'Artagnan Capital Fund is an actively managed opportunities fund which values large cap equities within the S&P 500, utilizing a bottom-up approach. Our analysts extensively research company financials, management, and industry competitors in formulating financial valuation models, which lead to investment decisions. Our goal as a fund is to continuously outperform our benchmark – the S&P 500 – on a risk-adjusted return basis while remaining compliant in accordance with our prospectus.
The D'Artagnan Capital Fund is solely run by Xavier University students. We manage approximately $2.3 Million of Xavier's Endowment. Per our prospectus, our exposure is limited to large-cap equities, and we currently manage a portfolio of 41 holdings.
Disclaimer: All information contained in this website is the opinion and analysis of the students of the D'Artagnan Capital Fund at Xavier University seeking academic credit. The information is not the work of professionals and should in no way be used to make financial decisions or investments. D'Artagnan Capital Fund at Xavier University is not legally responsible for any use of this information outside of the D'Artagnan Capital Fund's managed allocation of Xavier University's endowment.