GOB Investment Fund

(Genius of Buffett) GOB Investment Fund

The GOB Investment Fund has been established to support the Genius of Buffett Executive MBA program. 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 at Omaha (UNO) Executive MBA (EMBA) Program.

Mail Donations to

University of Nebraska Foundation
Attention: GOB Investment Fund
2285 South 67th St, Ste 200
Omaha, NE 68106
campaignfornebraska.org


Investment Process

After completing the Genius of Buffett course and participating in as many as ten 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.


GOB Investment Contest Merit Scholarship Winners

GOB Fall 2016: Robert Miles (instructor), Hallie Hanlon-Ward

GOB Fall 2015: Robert Miles (instructor), Alec Mizner, Josh Hansen, Randy Veik, Michael Sadovsky, Dr. David Volkman (instructor)


Fall 2014: Andrew Gassman, Rony Kappuzha, Scott Moulton, Doug Peterchuck, Robert Miles.

Fall 2013: Jamie Hunt, Lori Mitchell and Pete Wilson.


GOB Contributions

10/25/16 - $7,000 donated to the GOB Investment Fund for the GOB F16 portfolio in the honor of EMBA Candidate and Investment Challenge Contest Winner Hallie Hanlon-Ward plus each of the 6 guest speakers or $1,000 each. In addition a GOB F11 Grad and Lifelong Learner Dr. Lon Smith donated $1,000 to the fund.
The GOB Investment Fund contributions are now up to $61,400, plus $3,000 in merit scholarships ($1,000 GOB F13, $1,000 GOB F14 and $1,000 GOB F15), for a total of $64,400 donated. Our events and programs support Education, Scholarships and Charities with contributions to date: $145,770

8/23/16 - $6,000 donated to the GOB Investment Fund for the GOB S16 portfolio in the honor of each of the 6 guest speakers or $1,000 each.
The GOB Investment Fund is up to $53,400, plus $3,000 in merit scholarships ($1,000 GOB F13, $1,000 GOB F14 and $1,000 GOB F15), for a total of $56,400 donated.
Our events support Education, Scholarships and Charities with contributions to date: $137,770

12/11/15 — $1,000 scholarship to GOB F15 Investment Challenge Contest winners. $6,000 to the GOB Investment Fund for the GOB F15 portfolio in the honor of each of the 6 guest speakers or $1,000 each.
The GOB Investment Fund is up to $46,400, plus $3,000 in merit scholarships ($1,000 GOB F13, $1,000 GOB F14 and $1,000 GOB F15), for a total of $49,400 donated.

5/30/15 — GOB S15 Contributed $10,400 for the benefit of the GOB Investment Fund S15 Portfolio. This brings total contributions up to $42,400.

12/11/14 — $1,000 scholarship to GOB F14 Investment Challenge Contest winners.• $6,000 to the GOB Investment Fund for the GOB F14 portfolio in the honor of each of the 6 guest speakers or $1,000 each.
The GOB Investment Fund is up to $30,000, plus $2,000 in merit scholarships ($1,000 GOB F13 and $1,000 GOB F14), for a total of $32,000 donated.

5/30/14 — GOB S14 Contributed $8,000 for the benefit of the GOB Investment Fund S14 Portfolio. This combined with $15,000 contributed to the F13 Portfolio brings total contributions up to $24,000.


VIC Contributions

The total VIC (Value Investor Conference) Charitable Contributions for 11 years is $62,370 In 2015 VIC contributed $12,000 for the benefit of the UNO Executive MBA Excellence Fund.


Benefits

Course participants benefit by understanding the investment valuation process of Warren Buffett. Executives and Lifelong Learners see the merit of their research and recommendations over a long time horizon. Donors receive a current year tax deduction while supporting the legacy of one of the world’s greatest investment minds. Contributors to the fund also receive copies of the Executive team’s Investment Research Reports to consider for their own portfolios. UNO EMBA program receives long term financial support to continue offering programs like this to their students and the community. In addition, UNO CBA continues its outreach and global awareness of their outstanding educational programs by attracting Lifelong Learners and donors from around the world.


Disclaimer

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.


Projection Examples (NOT guaranteed)

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.

Annual Donations

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.

Tax Deduction

Contributors may enjoy a current year tax deduction equivalent to their donation ($5,000 minimum suggested) payable to University of Nebraska Foundation (mailing address below).

Contributors

Open to previous and current GOB Graduates, UNO students and alumni, NU Foundation contributors, Value Investor Conference Speakers and Attendees, Berkshire Hathaway shareholders, and other admirers of Warren Buffett.

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 (qualifying example available on request) plus annual updates on the fund holdings and returns.

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 (currently Dr. David Volkman).

Holding Period

Investments held in a separate NU Foundation brokerage account to be held for a minimum of 10 years to showcase one of the main principles taught in GOB or the ‘joys of compounding.’

Class Portfolios

Each year’s GOB graduating class may have a separate sub portfolio of stocks kept in the same GOB Master Fund 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 each year 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.