Scholars Opportunity Fund
Student-run event-driven fund in public equities
Led by Professor Jonathan Brogaard. Focused on special situations and catalyst-driven opportunities in the public equity universe.
Universe
Public Equities
Strategy
Event-Driven
Focus
Special Situations
Home
Salt Lake City
Our Approach
Event-driven. Catalyst-focused. Selective.
SOF underwrites catalyst-driven opportunities in public equities, situations where a defined event reshapes the risk-reward and institutional coverage is uneven.
Idea sourcing, screening, and diligence feed a structured investment memo. Each memo is pressure-tested by the analyst team before reaching the investment committee.
The Chief Investment Officer owns every capital decision. Positions are monitored continuously against the original thesis.
View the overviewCatalyst Sourcing
Structured idea generation across event-driven situations in the public equity universe.
Rigorous Diligence
Every candidate enters a disciplined research and memo process before it reaches the investment committee.
Selective Underwriting
The Chief Investment Officer owns sizing, entry, and exit. Positions are monitored against the original thesis.
Leadership
Led by Dr. Jonathan Brogaard
Dr. Brogaard is the Associate Dean of Research and Kendall D. Garff Chaired Professor at the University of Utah's David Eccles School of Business. His research on trading microstructure and empirical asset pricing has been published in the Journal of Finance, Journal of Financial Economics, and Review of Financial Studies, and cited in Bloomberg, the Financial Times, and the Wall Street Journal. He serves on FINRA's Market Regulation Committee and, in 2023, founded the University of Utah's Institute for Advanced Investment Management.
The Analyst Team
Institutional discipline, selective by design
SOF is student-run but institutionally structured. Analysts carry live research responsibility under experienced GP oversight, and every capital decision routes through the Chief Investment Officer.