Overview

In Spring 2006, the Whitman School of Management and the Ballentine Investment Institute at Syracuse University announced the creation of The Orange Value Fund, LLC (a private investment vehicle only available to accredited investors) and the associated Applied Portfolio Management academic program. Established as a rigorous two-year analyst program open to a carefully selected cadre of undergraduate Whitman students, the Applied Portfolio Management program combines academic, research, money management and career components.

Participating students take classes for academic credit and are retained by The Orange Value Fund, LLC to perform thorough research on potential investments, write professional research reports, network with investment professionals, contribute investable ideas and manage the Fund portfolio. The Fund recruits and retains students in the academic program only insofar as they can perform the duties required of a private Fund. Failure to perform those duties triggers the automatic removal of the student from the Fund analyst roster, even though the student may continue to participate in the coursework available to all Whitman students. As of its first closing in Fall 2006 the Fund had $1.1 million of assets under management. Today, the Fund manages $6.3 million.