Information for Contributors
Who Can Contribute to the GOB Fund?
- Previous and current GOB Graduates
- UNO students and alumni
- NU Foundation contributors
- Value Investor Conference Speakers and Attendees
- Berkshire Hathaway shareholders
Honorary Donations
Contributors may donate in the name of someone else, like guest speakers, admirers of Warren Buffett or anyone else they wish to honor.
Executive Research Reports
Contributors receive exclusive Executive Investment Research Reports plus annual updates on the fund holdings and returns.
Holding Period
Investments are held in a separate NU Foundation brokerage account for a minimum of 10 years to showcase one of the main principles taught in GOB.
Class Portfolios
Each year’s GOB graduating class may have a separate sub-portfolio of stocks kept in the same GOB Master Fund. The sub-portfolio will be subject to portfolio amounts determined by annual or bi-annual donations, using the same stock selection criteria with a 10-year holding period and 10 percent annual distributions.
Portfolios will be set up so that dividends will be automatically reinvested.
Fund Distributions
After 10 years, 10 percent of the GOB Investment Fund portfolio(s) will be distributed annually for the unrestricted benefit of the UNO EMBA program. All portfolio sell decisions will be made by the current UNO CBA Finance Chair.
Reporting
Each year the UNO CBA Finance Chair will report the portfolio(s) and GOB Master Fund returns as compared to the S&P 500 index and BRK.b stock.
Selection Criteria
Investments will be selected by students from the GOB Executive Investment Research Reports meeting all of the criteria taught in the course and receiving an exemplary grade from UNO CBA Finance Chair.
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