Capital Management Group
The UAHuntsville Capital Management Group (CMG) is the university’s student investment management team. The CMG was formed in March 1998 when the Tennessee Valley Authority launched the TVA Investment Challenge Program (ICP). The ICP is a generous educational opportunity to fund student investment groups at schools within the TVA service region. The program started with 19 public universities, and there are now 25 schools participating. The CMG was formed to serve as UAHuntsville's student investment team for the ICP, and we are still a part of the program.
The TVA ICP gave us the opportunity to launch a student-managed investment fund. It has been a wonderful learning experience for our students. In 2006 the TVA awarded the CMG $20,000 in prize money for their outstanding performance in 2005. We used the money to launch a second student-managed fund, so the CMG now manages two investment portfolios: the $350,000 large-cap equity portfolio for the TVA ICP, and their own $20,000 international equity portfolio called the Charger Fund.
Through a generous partnership, the CMG is sponsored by Blue Creek Investment Partners, a local investment management firm. Blue Creek CEO, Robert Mayes, has been a loyal supporter of the UAHuntsville Business School for many years. We are honored that he has so graciously continued that support through this sponsorship.
Robert Mayes is a founding partner of Blue Creek Investment Partners where he also serves as CEO and portfolio manager. Mr. Mayes began his career in financial planning and asset management with Merrill Lynch. From 1996 to 1999 he served as the branch manager here in Huntsville, and by the time he left the firm he led a team that managed more than $450 million in assets. Blue Creek currently serves a wide range of clients, including many high net worth private investors as well as a variety of institutional clients. Among his many civic activities, Mr. Mayes has served on the board of directors of Torch Concepts as well as the UAHuntsville Business School’s Business Advisory Council. He is also a past Chairman of the Board for the Huntsville Hospital Foundation. Possessing an adventurous spirit, Mr. Mayes is an accomplished sailor and has traveled the world extensively.
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