The Student Managed Investment Fund combines textbook theory with real world application as it provides hands-on experience in equity analysis and portfolio management. Under the guidance of Department of Finance faculty member, Flavio Carrillo, students in this class engage in fundamental analysis of equities to discover undervalued and profitable long term positions in U.S. markets, exposing them to the tools and techniques used on Wall Street.
Organized into sector teams, each with a sector manager, the students exchange ideas and stay up-to-date on market news using the Capital Markets Lab, with its 49 dual-screen computer terminals equipped with finance and business software. At the end of the course, students pitch their ideas to an Advisory Board of industry professionals, who provide feedback and can approve new long-term investments for the fund itself.
The months spent analyzing companies and creating financial models provide students with the confidence to interview at firms, and the opportunity to network with leading finance professionals gives them a leg up in the job market. In fact, students often enroll in the course multiple times for the experience, rather than the credit.