List of Undergraduate Student-Run Investment Funds

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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!

Comments (69)

 
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  • Prospect in Other
Jan 15, 2020 - 11:02am

It’s a small school but I know Bentley University in MA has a pretty big fund entirely student run

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  • Analyst 1 in IB-M&A
Jan 17, 2020 - 2:29am

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

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  • Prospect in IB-M&A
Apr 26, 2020 - 3:57pm

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.

 
  • Analyst 1 in AM - FI
Jan 15, 2020 - 11:32am

The University of South Carolina has one with ~$1m

Debt isn't the only thing distressed at this shop

 
Jan 15, 2020 - 4:37pm

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

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Jan 15, 2020 - 8:51pm

James Madison University in Virginia has its Madison Investment Fund, around $300K or so I think

Quant (ˈkwänt) n: An expert, someone who knows more and more about less and less until they know everything about nothing.

 
Funniest
Jan 15, 2020 - 9:09pm

mine is 4.5 inches.

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Jan 16, 2020 - 2:33am

suck my short member

Thank you for your interest in the 2020 Investment Banking Full-time Analyst Programme (London) at JPMorgan Chase. After a thorough review of your application, we regret to inform you that we are unable to move forward with your candidacy at this time.
 
  • Associate 1 in IB - Gen
Jan 16, 2020 - 12:13am

The McIntire Investment Institute (MII) at UVA has like 600K and returned 40% last year apparently. Kids are ballers

 
Jan 16, 2020 - 1:04pm

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.

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Jan 16, 2020 - 1:06pm

UNC Chapel Hill has several student-run funds run through its undergraduate business program. Of particular note is the ~$6 Million private equity fund run by a combination of MBA and undergraduate students (typically 5 undergrads, all with signed offer letters at investment banks).

"I'll tell you what: I'm never eating at Benihana's again, I don't care whose birthday it is"
 
  • Prospect in ER
Jan 16, 2020 - 8:15pm

Rutgers New Brunswick has a student managed fund with about $180k and a team of 40 undergrads managing it

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  • Intern in IB-M&A
Jan 16, 2020 - 10:06pm

Northeastern University has one

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  • Intern in IB - Gen
Jan 17, 2020 - 1:48pm

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

 
Jan 23, 2020 - 1:21am

Oregon State University has one with ~3M AUM. University of Oregon has one as well.

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Apr 26, 2020 - 12:47pm

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.

 
  • Prospect in IB-M&A
Apr 26, 2020 - 1:00pm

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.

 
  • Intern in ER
Apr 26, 2020 - 1:00pm

UW-Madison has a $20m+ fund run by their M.S. program, as well as a smaller undergraduate run fund.

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  • Intern in IB-M&A
Apr 26, 2020 - 1:07pm

Boston College has a ~1mm student run undergrad only fund

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  • Intern in IB - Restr
Apr 26, 2020 - 2:40pm

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

 
  • Intern in IB-M&A
Apr 26, 2020 - 4:03pm

Fordham has $1million+, all undergraduate managed

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Apr 26, 2020 - 4:08pm
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