Does anyone know any schools with student-run investment funds off the top of their head? Looking to organize a pitch competition and would like to reach out to other schools to gauge interest. Thanks!
| +89 | Zoomers are doing life wrong | 28 | 1d | |
| +70 | GF doesn’t care about her looks | 45 | 59m | |
| +52 | How to develop a thick skin? | 22 | 5d | |
| +39 | Insurance as High Finance? | 10 | 17h | |
| +32 | Would you rather live alone in an outer borough or with roommates in Manhattan? | 23 | 16h | |
| +31 | 400k/year in HVAC sales? | 25 | 9m | |
| +31 | Framed Photo of CEO on desk. | 16 | 1d | |
| +24 | BO -> ??? | 14 | 4d | |
| +22 | When do you plan to buy your first house and how much do you expect to spend? | 24 | 6h | |
| +21 | Best habits/hacks to maximize limited free time as an analyst | 5 | 1d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
It’s a small school but I know Bentley University in MA has a pretty big fund entirely student run
deleted
University of Minnesota has quite a large one. It is run by a cohort comprised of both Undergrad and MBA students
~$40 million
Some of the frats also have portfolios managed exclusively by students with $100k plus. But yeah 40mm for the one that is open to MBAs and UGs
The University of Utah has one with >200k that is only undergrad run
800k+ now
Holy fuck, are you serioous now lmao?
On the note of Utah schools, BYU has like 4 or 5. Cougar Capital is an MBA-run fund with like $4mm, there’s Brigham Capital available to undergrads (no idea for their AUM), University Growth Fund (available to all Utah valley schools), University Impact Fund, and I’m positive there are a couple more. Utah Valley University has the Wolverine Fund. University of Utah has the University Venture fund. These are only the names I’ve seen, so it’s not a comprehensive list by any means, but it’s a good start.
The University of South Carolina has one with ~$1m
Penn State has the Nittany Lion fund ~$7million, run entirely by undergrads
Georgia Tech has one ~$1.5m
-
Fordham has ~1.5m
Tufts University has one, commensurate AUM and # of students interested in business (so not much, ~250K)
j
Is it uncommon for schools to have a student investment fund?
Most schools would have one (or some similar type of organization) and from what I've seen some of the larger funds at the schools which don't have strong OCR actually have great placement for front office positions (e.g. Indiana, Penn State, etc.)
Literally every reputable school has an investment fund. I'd start by reaching out to sure-fire schools such as Ivy League schools, PAC-12, BIG10, etc
OP means investment fund that is run by the students. Most schools do not have a student run fund, or a student fund that is really small
To OP - Georgetown has one, ~700K AUM
I know. My comment stands.
every school still has one lol
How do these students have so much AUM? Where is the money coming from?
Johns Hopkins (Marshal L. Salant Investment Fund) ~$400k aum
The University of Maryland has the Lemma Senbet Fund.
Trinity ( Hartford not Dublin) has a ~500K fund and Bloomberg terminals
USC has a large student run investment fund ($3.7 million).
https://www.marshall.usc.edu/faculty-research/centers-excellence/center…
University of St. Thomas (MN) has a $6 million dollar student run fund
James Madison University in Virginia has its Madison Investment Fund, around $300K or so I think
mine is 4.5 inches.
You try too hard
suck my short member
The McIntire Investment Institute (MII) at UVA has like 600K and returned 40% last year apparently. Kids are ballers
GMG and AIF
University of Dayton, insanely, manages over $35mm, and has outside clients.
https://udayton.edu/news/articles/2019/11/flyer_investments.php
I think they were the first school to have a student run fund.
Boston University has one, no idea how large it is though.
About $700k, investment committee is comprised of some alum/non-alum board members, but diligence is entirely student run and it's traditionally small-cap value oriented picks which is a pretty unique lens.
UConn has one fund ~$6 million managed by 4 teams
Emory has 3 small ones that I know of (club and professor run program) so there might be more pockets somewhere. 2 under GIMG Equity fund ~160K and fixed income ~102k (started 100k 5 years ago....). Another one is a REPE fund that has 200k or 500k I forgot. REPE invests in RE syndication deals so long hold period and some REIT. Very small liquid portion with the REIT though I think it's somewhere 50~100k.
.
.
Villanova has one with 1M+ AUM
Rutgers New Brunswick has a student managed fund with about $180k and a team of 40 undergrads managing it
Northeastern University has one
Stern AIG but their's is tiny (like ~$50K if I remember correctly). Always thought it was weird that they didn't have more AUM
I know a school in Albany, NY called Siena College has a fully student ran fund of ~$350K AUM.
In the UK, Newcastle University set up NCL Capital Partners
...
UConn $1mm for undergrad / $1mm for MBAs
Oregon State University has one with ~3M AUM. University of Oregon has one as well.
I am currently an Analyst in the one undergraduate D'Artagnan Capital Fund at Xavier University and am also the incoming CFO for the fund itself next semester. Currently it is $2.91M but prior to COVID-19 we were around $4M. The D'Artagnan Capital Fund is focused on equities.
The graduate school at Xavier also has a student run fund that focuses on fixed income.
When you accidentally admit that you’re underperforming the S&P by like 1100 bps
Texas Christian University has one with about $1.4 Million under management and is one of the oldest completely student run fund. The latest class of students at the fund have offers from Goldman Sachs SSG, Evercore, Vista Equity Partners and other firms.
It is run by both undergraduate as well as MBA students.
.
.
.
Boston College has a ~1mm student run undergrad only fund
Yup, Boston College Investment Club. We also have Heights Capital, a ~$5k L/S student run HF
Washington and Lee has one with $12 mil AUM.... entirely student-managed
Surprised no one has mentioned Global Platinum Securities - intercollegiate student run investment fund with absolute rockstars. Harvard has Black Diamond, which has gotten a lot of press for their recruiting. Penn has Quaker Finance Group and Pennsylvania Investment Alliance. All are $100k+ AUM and super selective, especially GPS and Harvard's
what’s the press on black diamond?
Fordham has $1million+, all undergraduate managed
small time but University of Wisconsin-Madison runs one for a few mil, and I know University of Wisconsin-Whitewater has an even smaller one.
.
.
Ohio state Student Investment Management (SIM) has a $10MM fund.
https://warrington.ufl.edu/gator-student-investment-fund/
The College of New Jersey (TCNJ) has one with 500k in it. Completely run by students, no intervention by faculty whatsoever.
I'm very late to this but I compile the lists at https://www.indstate.edu/business/SMIFC/research/lists
There's over 590 US SMIFs managing over $723m and another 140 non-US ones, mostly in Europe, that I've found.
Trinity College - $800k AUM
The biggest student run fund in the country is The University of Dayton with over $65 Million AUM. I think the second largest is Minnesota
$65M wtf
Bruh the whole school's endowment is 600 mil. They might as well let them run that too.
UChicago has The Blue Chip Club which has around 500k AUM I think
Kelley's ECMG
University Growth Fund is student-run but not affiliated with any individual school. They have offices in Salt Lake City, San Diego, and Atlanta and just closed their second fund that’s just under $57M, with their biggest LP being Ally Bank.
deleted
Magnam amet odio tempora aperiam. Aut quis reprehenderit sequi soluta.
Voluptas provident aliquam omnis velit reiciendis earum. Blanditiis et sed ratione deserunt. Eveniet vitae voluptatibus in deleniti deleniti. Dolores tempore atque voluptates est cumque. Quis est repellendus in. Nihil minus officia magni sed.
Error architecto et distinctio minus molestiae. Occaecati aut maiores ut et soluta aliquam blanditiis aut. Et omnis velit impedit omnis quisquam sit culpa.
Vel eum distinctio ipsa porro alias provident. Quo autem praesentium eius sit velit aut quia saepe.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Perferendis quia eaque quia dignissimos optio saepe. Ad dolor cum unde qui aliquam doloribus ut consequatur. Laboriosam sint et voluptas quod debitis sed. Quia optio architecto hic voluptatem. Fugit impedit et exercitationem tempora.
Qui laudantium rerum cupiditate blanditiis. Quos quisquam delectus nostrum itaque et. Dolores sint nemo quaerat optio. Non saepe quo quas minima minus eos. Inventore voluptas veniam sunt dolor.
Velit facilis voluptatem accusantium voluptas ipsa sapiente corrupti tenetur. Quam nisi voluptatem velit. Et esse et et qui nihil et id doloremque. Aut repellendus voluptate necessitatibus quos. Est quae vero vel et id maiores.
Ut commodi deserunt possimus sequi atque consectetur vel. Laborum quia sit dolorem. Illo reprehenderit qui deleniti fuga. Sequi quidem expedita aut dolorem explicabo.
Laudantium doloribus nihil quidem quod doloremque voluptate quis. Vero veritatis voluptatem laudantium maxime praesentium aut.
In pariatur illo perferendis id pariatur quia cumque. Praesentium neque sint animi quo eum vel nostrum mollitia. Molestiae et esse illum sed nesciunt doloribus. Eum architecto et quia non totam omnis rerum.
Aliquam quibusdam soluta molestiae qui porro. Sit perspiciatis deserunt voluptas atque expedita. Quos sunt iusto inventore. Repudiandae pariatur unde odio a aut voluptates numquam.
Sit eligendi nulla temporibus delectus. Ea aliquam quia quia dolorem voluptatem expedita iste. Nam modi architecto repellendus iure debitis nesciunt temporibus. Fugit officia debitis sed omnis. Dolore et aperiam consequatur aut et dicta.
Illum earum quibusdam quos magni ut sed. Sit facere et nemo eos facere architecto molestiae corrupti. Accusantium illum culpa dolorem id. Magni laboriosam est officia facere accusantium quas molestiae dignissimos. Adipisci quia voluptas maxime illum doloribus. Eum suscipit non sed laborum voluptatem accusamus.
Et voluptate non veniam magnam. Qui est et mollitia impedit a. Qui illum sint aut deleniti et vitae optio quia. Et sed sint non est et et fugiat. Voluptatem voluptates omnis eaque nihil sed qui voluptas.
Voluptatem laborum dolorem qui eos quas. Vero cumque odio et cum repellat. Sequi autem quis aut assumenda laboriosam ut.
Vero magnam voluptas sunt unde est possimus quam. Velit consequatur et non consequatur dicta illo.