UCIMCO Students listening to strategies for investment

The Ursinus College Investment Management Company

The Ursinus College Investment Management Company, also known as UCIMCO, manages two funds on behalf of the College. Groups of student analysts manages endowment-style and stock selection funds on behalf of the college endowment.

The Fund’s Mission

UCIMCO is a one-credit course (FIN 001-004) that is available for all students who want to learn the fundamentals of investing. The fund provides any Ursinus student, regardless of major, the opportunity for invaluable hands-on lessons in teamwork, valuation, the markets, and economics.

For more information about UCIMCO contact faculty advisor Scott Deacle at sdeacle@ursinus.edu or student leader Kareem Elghawy at kaelghawy@ursinus.edu.

 

Current News

On October 13, 2021, UCIMCO “real money” fund founder Johnny Myers (class of ’19) gave several seminars on campus and had lunch with UCIMCO students. He now works for the private equity firm Hamilton Lane. Johnny discussed the value and effectiveness of R script for economic analysis while also sharing advice on being successful after undergrad.

 

Contributions to UCIMCO 

The Ursinus College Investment Management Company welcomes your contributions to help with its continued growth. Gifts to the fund are tax-deductible to the extent allowed by law. Donate today at www.ursinus.edu/makegift and be sure to select the Student Investment Fund in the drop-down menu.   

Finance and Liberal Arts Advocacy Group

A Finance and Liberal Arts Initiative is underway that seeks to integrate the college’s developing programs in finance with its existing strengths in liberal arts education, and we hope to increase our integration with other finance programs. The initiative’s advisory group will support faculty and students with advanced knowledge and skills, experiences, and exclusive opportunities, so students can have a better sense of the mindsets of young financial professionals.

For more details, please contact Scott Deacle: sdeacle@ursinus.edu

UCIMCO Monthly Updates 

October 2021:

UCIMCO’s student founder Johnny Myers (19’) was welcomed on campus to share his experience at Hamilton Lane and the applications of R script and data analysis.

Endowment Team has been discussing weighting strategies for the portfolio as Covid and worldwide shortages continue to affect businesses.

Stock Selection Group and the Women’s Fund are in the process of narrowing down specific stocks from select industries including tech, real estate, and consumer staples.

Professor Deacle, PhD. and UCIMCO CIO, Parker Wolfe, Donate $1,869.00 on UC Giving Day 2019.Professor Deacle, PhD. and UCIMCO CIO, Parker Wolfe, Donate $1,869.00 on UC Giving Day 2019.

 
UCIMCO’s new video interview series, “The Minutes”
The Minutes (2021: E1 Prof. Cumpstone)