D'Artagnan Capital Fund

The D’Artagnan Capital Fund is an actively-managed opportunities fund that focuses on investments in the large-cap and greater equity universe through a bottom-up valuation approach. Equities presented in the fund are researched extensively by sector analysts with the direction of portfolio managers who are responsible for their respective sectors. Through rigorous peer review of valuation models, research, and investment rationales, we seek to continuously outperform our benchmark, the S&P 500 Total Return index, on a risk-adjusted basis while remaining within our compliance by selecting the most mispriced equities in the universe that we can choose from. 

2023 D'Artagnan Capital Fund Report

business students

The D'Artagnan Capital Fund is solely run by Xavier University students. We manage approximately $6.4 million for Xavier's endowment as of January 2024. Per our prospectus, our exposure is limited to large-cap equities, and we currently manage a portfolio of 39 holdings.

DCF's work with Alliance Academy

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.