Student Managed Investment Fund

Through investment research, market perspectives, and statement analysis, our fund looks to generate alpha through the discovery of unique, undervalued long-term investment opportunities within our various sectors and product groups.

Beyond fund performance, SMIF embraces ��'s Jesuit mission by giving back to the community. Through partnerships with �� Preparatory School, The �� Bellarmine Campus, and the �� Jennings Beach, these future business leaders extend into a role beyond the classroom and fund, looking to be “men and women for others” in their volunteer efforts.

By the Numbers

23%

SMIF Class of 2024 Acceptance Rate

$475k

Assets Under Management (AUM)

45

SMIF Members

Performance

Education

Philanthropy

Bank of America
Charles Schwab
Citi Group
Deutsche Bank

Franklin Templeton
Goldman Sachs
HSBC
Morgan Stanley

Post Road Group
RSM
Southfield Capital
UBS

Alumni Connections

As SMIF continues to expand and grow its alumni community, we will offer unique opportunities to members, helping establish pipelines for internship/full-time offers to top financial institutions.

Extracurricular Opportunities

An essential component of SMIF includes the group’s unique offering of extracurricular opportunities and experiences offered to students. This includes our relationship with the London School of Economics, where a student was chosen to attend an Alternative Investments Conference, featuring executive-level speakers of investment-focused backgrounds.

How SMIF Gives Back

One of SMIF’s primary responsibilities is giving back in various meaningful ways to both the Dolan School of Business and the community of ��. Some examples of recent initiatives are a “Lunch and Learn” educational workshop with business students from ��’s Bellarmine Campus.

Other initiatives include a series of Women’s Insights Programs focused on building a relationship with the female student body, an alumni golf outing at a local country club, and a beach recycling cleanup.

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