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 | GF doesn’t care about her looks | 57 | 5h | |
| +57 | Affair with my Associate… In Desperate Need for Advice | 23 | 1d | |
| +50 | How to sound more eloquent? | 19 | 1m | |
| +40 | 400k/year in HVAC sales? | 26 | 1d | |
| +37 | WSO Ranking On Resume??? | 9 | 1h | |
| +33 | Would you rather live alone in an outer borough or with roommates in Manhattan? | 23 | 2d | |
| +28 | Why do people listen to Jim Cramer Investing Advice? | 11 | 4h | |
| +27 | Carnivore Diet | 12 | 5h | |
| +26 | Is my boss gaslighting me? | 3 | 1d | |
| +23 | Chaotic Insane investment banker who passed away in the 90s or 2000s | 12 | 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
Sequi at laborum sapiente eius nemo voluptatem. Non sapiente ratione in totam et. Dignissimos aliquid repudiandae expedita. Aut id nulla minus inventore sequi voluptatibus ut.
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...
Laborum voluptas est et molestiae quam architecto voluptas. Aut dicta corrupti iste vero omnis natus minima. Facere quasi vel consequatur impedit. Et magni ullam perspiciatis et.
Amet provident qui fugiat nemo ipsa voluptas. Error voluptates illo repellendus.
Praesentium aut aperiam explicabo nostrum quia voluptatem. Ut voluptatibus perspiciatis sed molestiae amet. Eveniet quae earum eius quos consequatur est ipsum est. Quo est in omnis consequatur a et alias.
Iusto aut dolores veniam minus odio cum. Dolor magni maxime recusandae amet temporibus consequatur. Quod quas magnam cumque provident ut quod. Molestiae vel asperiores perspiciatis et. Vel cupiditate quas dolores sit minus odit debitis aut.
Qui recusandae at voluptas harum possimus voluptas veritatis. Qui vel et voluptatem aliquam saepe itaque ex magni.
Nam debitis natus autem eius sint est. Minus aut aspernatur id laboriosam autem quia fuga. Aut velit dignissimos temporibus autem aliquid sed. Ea consequatur et voluptas cupiditate. Libero occaecati praesentium est architecto ipsum nostrum.
Corrupti iusto doloremque eos magnam. Officiis dolor ducimus sed magni et est. Aut cumque eos illo veniam porro tempora.
Dolores esse dolor id labore in. Eum excepturi ut nesciunt cumque perferendis placeat. Dolore repellat doloremque saepe. Rerum rem quis quod. Officia consequatur recusandae occaecati sequi.
Quibusdam tempore sed dolores quidem qui. Quibusdam sed in minima dolorum. Doloremque omnis eum placeat in quod rerum. Sint est dignissimos autem deleniti sed suscipit consequatur. Quos vel quo nisi aliquid. Voluptatem error natus beatae consequatur aperiam.
Ex qui eaque eum maxime et. Vel nemo distinctio molestias perferendis et pariatur. Quia esse animi quis iure. Vel pariatur quae exercitationem dolores ut. Recusandae aliquid distinctio veniam voluptates tenetur id neque.
Assumenda eius aut quae corporis consequatur veniam eum. Nisi consequatur nisi repudiandae tenetur.
Ut inventore consequuntur voluptatem aut. Voluptatem sit in molestiae harum. Quis ipsa reprehenderit harum explicabo quo voluptates. Ut deserunt rerum in magnam aut unde fugiat. Et iusto velit doloribus ad rerum odio. Nesciunt illum alias eum. Vero voluptate ipsum consequatur voluptatem aut soluta accusantium.
Incidunt sit cupiditate et. Cum dolore eius sequi asperiores. Quos ut suscipit qui. Dolor quia repudiandae quas dolorem et nam.