About the Investment Fund
Each class of Executives and Lifelong Learners selects a portfolio of stocks meeting all the criteria taught in the course.
After a decade long holding period, a portion of the student selected fund is sold each year for the unrestricted benefit of the University of Nebraska Omaha (UNO) Executive MBA (EMBA) Program.
After completing the Genius of Buffett course and participating in as many as 10 blind valuations of stocks and businesses purchased by Warren Buffett, Executive teams select, research, present, and defend a qualified stock.
In addition, each team-designated stock selected for the portfolio must receive an exemplary grade on their in-depth Investment Research Report from the UNO College of Business Administration (CBA) Director of Finance.
- Understand the investment valuation process of Warren Buffett
- See the merit of research and recommendations over a long period of time
- Receive a current year tax deduction while supporting the legacy of one of the world’s greatest investment minds
- Receive copies of the Executive Team’s Investment Research Reports to consider for their own portfolios
The UNO EMBA program receives long-term financial support to continue offering programs like this to its students and the community.
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.
As of October 2016, current total contributions are at $64,400 donated.
View the Genius of Buffett Contributions List
Value Investor Conference (VIC) Contributions
The total VIC Charitable Contributions for 11 years is $62,370.
In 2015, VIC contributed $12,000 for the benefit of the UNO Executive MBA Excellence Fund
The GOB Investment Fund is NOT likely to outperform a low cost, low tax stock index fund or Berkshire Hathaway stock (although for comparison sake, both will be included in each student selected portfolios). The University of Nebraska at Omaha or the University of Nebraska Foundation does not recommend or guarantee any of the stocks recommended by the student portfolios. The fund is NOT affiliated, reviewed or approved by Warren Buffett or Berkshire Hathaway. This fund is for educational purposes only.
One Time Donation
First year (3) contributions @ $5,000 = $15,000, with $3,000 invested in 5 stocks earning 10 percent compounds to $38,906, after 10 years 10% of the fund balance or $3,891 is donated each year to UNO EMBA program.
Each year for 10 years (3) contributions @ $5,000 = $15,000, with $3,000 invested in 5 stocks earning 10 percent, compounds to $239,000, after 10 years 10% of the fund balance or $23,900 is donated each year to UNO EMBA program.