June 2011 Student Managed Investment Portfolio
The Student Managed Investment Portfolio has provided over $100,000 in scholarships since its inception thirteen years ago.
Not a simulation or a model, the Student Managed Investment Portfolio invests real capital from generous donors who wish to foster an interest in the asset management profession. With seed capital of over $270,000, the students analyze companies, select stocks, manage risk and communicate their philosophies and results to stakeholders. They also experience the intricacies of decision-making within a group setting and the realities of working within the boundaries of an organization larger than themselves.
Learn more about the "SMIP" from the June 2011 Annual Report, including performance, strategy and holdings.
Follow the student's portfolio moves at
