About the Fund
Scholars Opportunity Fund
A student-run event-driven fund in public equities, focused on special situations and catalyst-driven opportunities. Led by Professor Jonathan Brogaard.
Universe
Public Equities
Strategy
Event-Driven
Focus
Special Situations
Investment Process
From sourcing to decision
A disciplined research pipeline from idea to outcome, with clear accountability at every stage.
Idea Sourcing
Structured sourcing across event-driven situations in the public equity universe.
Screening & Diligence
Candidates clearing an initial screen enter rigorous diligence. Analysts build the case and pressure-test it internally before it leaves the team.
Investment Committee
A final memo reaches the Chief Investment Officer, who owns sizing, entry, and exit.
Monitoring
Positions are monitored against the original thesis and material events. Reporting closes the loop between research and capital outcome.
Dr. Jonathan Brogaard
Chief Investment Officer
Leadership
A CIO whose research shaped the field
Scholars Opportunity Fund is led by Dr. Jonathan Brogaard, Associate Dean of Research and Kendall D. Garff Chaired Professor of Finance 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. Every capital decision at SOF passes through him; analysts operate within defined process boundaries that surface work for his judgment without introducing uncontrolled investment risk.
Fund Structure
Independently operated
Scholars Opportunity Fund is independently operated. The fund combines experienced GP oversight with a structured student analyst program that produces institutional-grade analytical throughput and exceptional talent development.
The structural parallel to established student-run investment programs is direct: independent operation, student analysts at the center, experienced leadership making every capital decision.
Every step from idea to investment outcome is documented and auditable. Process integrity drives performance.