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
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Carter Eaton, General Manager |
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Will Lynch, Head of Growth Fund Will is pursuing a degree in business administration with a concentration in finance and a minor in Italian studies. He is originally from Lenox, Mass. This past summer, Will worked at William Blair as an investment banking summer analyst in their technology coverage group. Previously, he interned at Merida Capital Holdings, a private equity firm focused exclusively on companies in the cannabis industry. After graduation, he will be returning to William Blair full-time. Outside of SMIF, Will is a teaching assistant for the Italian Department and is a member of the club lacrosse team.
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Natalie Null, Head of Value Fund
Natalie is from Wynnewood, Pa., and is pursuing a degree in business administration with concentrations in finance and accounting and a minor in English. This past summer, Natalie worked at Vanguard in Malvern, Pa., as a finance intern supporting their wealth management team. During the summer after her sophomore year, she worked as a finance intern for Nouryon, a specialty chemicals company, where she was able to work under the CFO. Outside of SMIF, Natalie is involved in her sorority Kappa Alpha Theta's philanthropy.
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Landon Rychener, Vice President of Recruitment, Growth Fund Landon is from Lancaster, Pa., and is pursuing a major in business administration with a concentration in finance. This past summer Landon worked at Matrix Capital Markets Group as an investment banking summer analyst within their Consumer and Industrial Products Group. Prior to Matrix he worked as a real estate intern at High Real Estate Group. Outside of SMIF, Landon is the VP of his fraternity, a member of Spider Diligence, and enjoys mountain biking and playing tennis and golf. |
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Gina Bao, ESG Manager, Value Fund Gina is an international student from China pursuing a major in economics with a concentration in finance. This past summer, Gina interned at a fund management company in Shanghai with the investment support and innovation team. Previously, she worked as an equity research summer analyst at a securities firm. Outside of SMIF, Gina is a member of the UR ETF Fund and a tutor for Finance and Economics in the Academic Skills Center. |
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Brian Blevins, ESG Manager, Growth Fund |
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Lauren Gillespie, Value Fund Lauren is from Monroe, Conn., and is pursuing a degree in business administration with concentrations in economics and finance. This past summer, Lauren interned at Barnum Financial Group in the operations department. Outside of SMIF, she is one of the vice presidents of her sorority, Delta Delta Delta, plays on the women’s club volleyball team, and is also a member of The Sirens acapella group. |
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Jack Glickman, Growth Fund Jake is pursuing a major in business administration with concentrations in finance and business analytics. He is from Westport, Conn. This past summer, Jake interned with Macquarie Group in New York City as a commodities and global markets summer analyst within the Credit Markets Division. Outside of SMIF, he is involved in various extracurricular activities around campus, including the club ice hockey team and his fraternity, where he serves as a philanthropy chair. |
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Xipeng Ke, Value Fund Xipeng is an international student from China pursuing a degree in business administration with concentrations in marketing and finance. Last summer, she held a marketing internship in China. She assisted in the development and execution of multi-channel marketing plans and collaborated with the regional marketing team to develop analytics reports. Outside of SMIF, Xipeng is a piano performer in a chamber ensemble, a student manager at Parsons Music Library, and an active member of the Block Crew dance team and the badminton club. |
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Brady Lang, Value Fund Brady is from Midlothian, Va., and is pursuing a degree in business administration with concentrations in finance and accounting and a minor in history. This past summer, he interned in KPMG's advisory practice in Richmond and was engaged with the internal audits of healthcare sector firms. On campus, Brady is active in his Christian organization and was formerly the VP of finance for student government. After graduation, Brady will return to KPMG and work towards earning his CPA. |
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Luke Notaro, Value Fund Luke is from Ridgewood, N.J., pursuing a major in business administration with concentrations in finance and marketing. This past summer, Luke worked at Hennion & Walsh, a tax-free bond specialist with a comprehensive wealth management division in Parsippany, N.J., as a summer sales intern. Previously in the spring of 2023, he worked in the finance department at Winged Keel Group, an insurance brokerage firm specializing in private placement life insurance. Outside of SMIF, Luke is a Campus Ambassador as well as a member of both Camp Kessem and the club baseball team. |
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Ethan Skelly, Value Fund Ethan is originally from Needham, Mass., and is pursuing a major in business administration with a concentration in finance and a minor in Spanish. This past summer Ethan Worked at SMBC as an investment banking summer analyst in debt capital markets. In addition to his internship, Ethan is involved with the Spider Real Estate Group and First Generation Investors. After graduating he plans to return to SMBC full-time in NYC. |
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Charlie Benson, Growth Fund |
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Ryan Hillier, Growth Fund |
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Luke Krogh, Growth Fund |
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Brian Park, Growth Fund |
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Annie Serrao, Growth Fund |