Bridging Theory and Practice
The Mason Investment Fund provides an excellent opportunity for both experienced and beginning investors to become involved in the active management of a sizable investment fund.
Our principal motive is to provide students the opportunity to engage in equity research and test market strategies, enhancing their educational experience while simultaneously driving value.
Current
Donated by Aubrey Mason
Student-run since day one
Across all class years
Managing a real-money portfolio since 2002. Join us to gain hands-on experience in equity research, valuation, and portfolio management.
The Fund took control of $20,000 as part of a substantial donation from alumni Aubrey Mason.
The Fund influenced the creation of the Distinguished Portfolio Management class called Student Managed Investment Fund (SMIF).
The Fund reached $80,000 in assets under management, quadrupling the initial investment.
Members and analysts are strengthening their fundamental investment skills, adding new coverage, and incorporating a quant group to manage risk and find undervalued companies.