Student Managed Investment Fund (SMIF)

The Student Managed Investment Fund (SMIF) provides valuable, real-time experiential learning in securities analysis and portfolio management. Managers gain real-world experience in topics and theories that are discussed in the classroom. SMIF is the capstone to investment studies in a sequence of courses developed by the finance department.

Portfolio

Current Growth Portfolio Holdings

Current Value Portfolio Holdings

Current Managers

Kirby Dugan

Kirby Dugan, General Manager
Kirby is from Malvern, Pa., and is pursuing a degree in Business Administration with a concentration in Finance. This past summer, Kirby worked at Jefferies as a Generalist Investment Banking Summer Analyst and will return full-time to the Leveraged Finance group after graduation. Previously, she interned at FTV Capital as a Growth Equity Summer Analyst. Outside of SMIF, Kirby has served as President of Delta Sigma Pi, Vice President of Finance and Operations for Scholars of Finance, and Vice President of Finance for Kappa Alpha Theta.

Nguyen

Katherine Nguyen, Head of Growth Fund
Katherine is from Hanoi, Vietnam, and is pursuing a double major in Economics and Business Administration, with a concentration in Finance. This past summer, she interned at Bank of America as an Investment Banking Summer Analyst in the Financial Institutions Group. Previously, she worked at Edgewood Management LLC as an Equity Research Summer Analyst, covering AI cloud infrastructure and semiconductors. Outside of SMIF, Katherine is a member of the ETF Fund and the Block Crew dance team, and previously served as President of Scholars of Finance and Chair of Financial Affairs/SOBAC in WCGA. Over the past year, she has also been part of a fellowship mentoring Vietnamese sophomores across U.S. colleges who are pursuing careers in finance.

Ledezma

Alvaro Ledezma, Head of Value Fund
Alvaro is from Moraga, Calif., and is pursuing a double major in Business Administration, with a concentration in Finance and Mathematical Economics. Over the past two summers, he has interned with Boston Consulting Group, gaining experience advising TMT and FIG clients on pricing and go-to-market strategy. Outside of SMIF, Alvaro serves as a Student Ambassador and is involved with Men’s Club Basketball and the Spider Private Markets Group.

Amantia

Eli Amantia, VP Recruitment, Value Fund
Eli is from Dobbs Ferry, N.Y., and is pursuing a degree in Business Administration with a concentration in Finance and a minor in Latin American & Iberian Studies. This past summer, Eli worked at AlphaSights as a Client Services Summer Associate. Outside of SMIF, Eli is the President of Lambda Chi Alpha, a TA for Spanish language courses, and a member of the club ultimate frisbee team. 

Tapper

Lila Tapper, ESG Manager, Growth Fund
Lila is from Chatham, N.J., and is pursuing a degree in Business Administration with concentrations in Finance, Accounting, and Entrepreneurship. This past summer, Lila worked at MetLife Investment Management as a Public Fixed Income Summer Analyst in their Short Durations group. Previously, she interned in MetLife Investment Management's Institutional Client Group. Outside of SMIF, Lila serves as President of Alpha Kappa Psi, a professional business fraternity, and as a senior senator in the Robins School of Business Student Government. She is also a member of Tri Delta sorority.

Alekshun

Nicolas Alekshun, ESG Manager, Value Fund 
Nicolas is from Marlboro, N.J., and is pursuing a degree in Business Administration with a concentration in Finance. This past summer, Nicolas completed the M&A Bootcamp Summer Analyst program at Harris Williams. Following that, he worked at Piper Sandler as an Investment Banking Summer Analyst in the Services & Industrials group. Outside of SMIF, Nicolas has held positions in both his business and social fraternities and is involved in intramural sports.

Rantanen

Grady Rantanen, Growth Fund
Grady is from Haverford, Pa., and is pursuing a degree in Business Administration with a concentration in Finance. This past summer, Grady worked at SMBC as an Investment Banking Summer Analyst in the Leveraged Finance Originations group. He has prior experience in product management at a SaaS communications firm and at a private equity firm. In his free time, he enjoys surfing, fishing, playing golf, and rooting for Philadelphia sports teams.

Newman

Ryan Newnam, Growth Fund
Ryan is from Raleigh, N.C., and is pursuing a degree in Business Administration with a concentration in Finance. This past summer, Ryan was an Investment Banking Summer Analyst at Jefferies. Previously, he was a Private Equity Summer Analyst at Jordan Partners, where he sourced and evaluated investment opportunities within technology services. Outside of SMIF, Ryan is a member of Scholars of Finance. In his free time, he enjoys golfing.

Jones

Si Jones, Growth Fund
Si is from Boston, Mass., and is pursuing a degree in Business Administration with a concentration in Finance and a minor in Latin American and Iberian Studies. This past summer, Si interned at Solomon Partners in New York City as an Investment Banking Summer Analyst in the Consumer Retail and Healthcare groups. He has prior experience in the energy and fuel sector. Outside of SMIF, Si enjoys playing racket sports, playing the guitar, and spending time with friends.

Giammarco

Valentina Giammarco, Growth Fund
Valentina is from New York City and is pursuing a degree in Business Administration with concentrations in Finance and Marketing. This past summer, Valentina worked at Bank of America as an Investment Banking Summer Analyst in the Financial Institutions Group and will return full-time after graduation. Previously, she interned on the Consumer Private Equity Team at TowerBrook Capital Partners. Outside of SMIF, Valentina serves as  Vice President of Finance for Kappa Kappa Gamma. In her free time, she enjoys running and playing tennis.

Hastry

Owen Hastry, Growth Fund
Owen is from Norfolk, Mass., and is pursuing a degree in Business Administration with a concentration in Finance. This past summer, Owen was a Debt Capital Markets Summer Analyst at Bank of America. Previously, he was a Cash Solutions Strategy Intern at Fidelity Investments. Outside of SMIF, Owen is a member of Lambda Chi Alpha. In his free time, he enjoys playing golf with friends and skiing.

Flett

Wyatt Flett, Growth Fund
Wyatt is from Hoboken, N.J., and is pursuing a degree in Business Administration with concentrations in Finance and Business Analytics. This past summer, Wyatt worked at FLhour Technologies, an online marketplace he co-founded, where he led brand identity, website development, and go-to-market strategy. Previously, he interned at FlettExchange, a renewable energy credit brokerage. Outside of SMIF, Wyatt runs his own barbering business and is a member of the Kappa Alpha Order.

Lim

Yue Kin Lim, Growth Fund
Yue Kin is from Kuala Lumpur, Malaysia, and is pursuing a double major in Mathematical Economics and Business Administration with a concentration in Finance and a minor in Data Science & Statistics. This past summer, he interned with AlphaSights on their private equity accounts. Previously, he interned with TRIVE Venture Capital in their Web3 Investment Fund and with Maxis Berhad (KLSE: MAXIS), handling FP&A for their Solar division. Outside SMIF, Yue Kin serves as President of the Robins School of Business Student Government Association and Chief Financial Officer of the Alpha Kappa Psi Business Fraternity.  

Almeida

Andrew Almeida, Growth Fund
Andrew is from New Canaan, Conn., and is pursuing a degree in Business Administration with a concentration in Finance. This past summer, Andrew worked at Solomon Partners as an Investment Banking Summer Analyst, rotating through their Technology and Financial Institutions teams. Previously, he interned at Guggenheim Securities as a Financial Planning and Accounting Analyst.

Gavin

Murphy Gavin, Value Fund  
Murphy is from Chappaqua, N.Y., and is pursuing a degree in Business Administration with a double concentration in Finance and Accounting. This past summer, Murphy worked as an Investment Banking Summer Analyst at Shields & Company. Previously, he worked as an Investment Banking Spring Analyst at Marriott & Company in Richmond, VA. Outside of SMIF, Murphy is a member of the social fraternity Lambda Chi Alpha. 

Hijjaz

Taher Hijjaz, Value Fund 
Taher is originally from Palestine and grew up in the UAE before finishing high school in Oklahoma. He is pursuing a degree in Business Administration with a double concentration in Finance and Business Analytics, along with minors in Mathematics and Arabic. Alongside SMIF, Taher leads the ETF Fund at the University of Richmond. This past summer, he worked at Copernicus Wealth Management as a Multi-Asset Research Intern, and previously interned at Investream, underwriting build-to-rent real estate. Outside of SMIF, Taher is President of the Arab Student Association and plays soccer. 

Caione

Kate Caione, Value Fund 
Kate is from New Canaan, Conn., and is pursuing a Bachelor of Science in Business Administration with a concentration in Finance. This past summer, Kate worked at Jefferies as a Generalist Investment Banking Summer Analyst, working across the M&A, Global Industrials, and Leveraged Finance groups. Outside of SMIF, Kate is a member of Delta Sigma Pi and Kappa Alpha Theta. 

Anderson

Nora Anderson, Value Fund  
Nora is from Scituate, Mass., and is pursuing a degree in Business Administration with a concentration in Finance, along with a second major in Leadership Studies. This past summer, Nora worked at MFS Investment Management as an Equity Research Summer Associate in their Industrials group. Previously, she interned on the investment team at Pallas Capital Advisors, a Registered Investment Advisor serving ultra-high-net-worth clients. Outside of SMIF, Nora is a member of the Kappa Kappa Gamma sorority and is a member of the club lacrosse team.  

Collet

Jack Collet, Value Fund 
Jack is from Marin County, Calif., and is pursuing a degree in Business Administration with a double concentration in Finance and Entrepreneurship, and a minor in Leadership Studies. This past summer, he interned as a Summer Investment Analyst for Ohana Advisors in San Francisco and at TSG Consumer Partners' California headquarters. Previously, he interned at Russell Reynolds Associates as a Research Intern and at Reliant Group Management in Real Estate Private Equity. Outside of SMIF, Jack is a member of the club rugby team, Alpha Kappa Psi business fraternity, and enjoys skiing and golfing. 

Cieszko

Peter Cieszko, Value Fund  
Pete is from New Canaan, Conn., and is pursuing a degree in Business Administration with a concentration in Finance and a minor in Leadership Studies. This past summer, Pete worked at Citi in New York City as an Investment Banking Summer Analyst in the Global Healthcare Group. Previously, he interned at iCapital in the Structured Investments coverage team and Morgan Stanley as a Private Wealth intern. Outside of SMIF, Pete enjoys fly fishing, New York sports, and skiing. 

Synnestvedt

Henry Synnestvedt, Value Fund 
Henry is from Cohasset, Mass., and is pursuing a major in Business Administration with a concentration in Finance and a minor in Leadership Studies. This past summer, Henry worked at Jordan Park Group, a registered investment advisor, as a financial analyst on the advisory side servicing ultra-high-net-worth clients. Previously, he interned at CAPTRUST, an independent financial advisory and fiduciary firm, in a rotational program between the advisory, investment, and estate and financial planning teams. Outside of SMIF, he is a member of the club soccer team. In his free time, he enjoys fishing, traveling, and board games. 

Orourke

Cameron O’Rourke, Value Fund 
Cam is from Dedham, Mass., and is pursuing a degree in Business Administration with concentrations in Finance and Entrepreneurship. This past summer, he worked as an Investment Banking Summer Analyst in Lincoln International’s Capital Advisory group. Previously, he interned at Millstreet Capital Management as a Summer Analyst. In his free time, Cam plays on Richmond’s club squash team and is involved with the University’s music department.