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.
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.
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.