Business and Economics

All Majors & Minors

Student-Managed Investment Fund

Ursinus College has a student-managed investment fund that manages two portfolios, one that seeks stable growth through diversified holdings of exchange-traded funds (ETFs) and one that focuses on individual stock selection.  Student fund managers research investments, track fund performance, write prospectuses and newsletters, and engage with Ursinus alumni working in the financial sector.  It’s a great opportunity for collaboration and hands-on learning.  Fund management takes place under faculty supervision in a one-credit course.  For more information, contact Scott Deacle.

The Smith Fund

With donated money, the club recently began managing the Rev. Dr. Harold C. Smith Fund, a small portfolio of stocks selected for their potential for growth in the next two to three years. The fund provides any Ursinus student, regardless of major, the opportunity for invaluable hands-on lessons in teamwork, valuation, the markets, and economics.   

Meetings

The Student-Managed Investment Fund meets on Thursdays at 8 p.m. in Bomberger 128. All Ursinus students are welcome. It’s a great way to learn about the markets. 

News

The iStudent-Managed Investment Fund hosted alum Matt Yuros (’12) at its Jan. 25 meeting. Yuros talked about life as a quantitative strategist. Read more about his visit here.

For more information

For more information about the Student-Managed Investment Fund contact club advisor Scott Deacle at sdeacle@ursinus.edu or club president Johnny Myers at jomyers@ursinus.edu.

Smith Fund Documents

Our latest prospectus  
Our latest presentation
The Smith Fund  Handbook
The investment club constitution

Ursinus College Investment Club members pose with Edgar Wachenheim III, a highly succesful investment manager and the inspiration behind the club's strategy.Ursinus College Investment Club members pose with Edgar Wachenheim III, a highly succesful investment manager and the inspiration behind the club's strategy.