With over $375K in assets under management, the Equity Fund gives students the opportunity to participate in all aspects of traditional equity investing. At the beginning of each semester, students are assigned to a certain sector, in which they are responsible for reporting on the Fund’s holdings as well as any major news happenings in that particular group.
Students also perform extensive equity research on possible equities to add to the Fund. Using their research, students will then form a buy/sell/hold thesis and present that thesis, along with a valuation of that particular company.
The Equity Fund
Aside from gaining real-world investing experience in a classroom setting, students who participate in SIMM develop the following skills:
Equity Research: Students gain proficiency through the use of the Bloomberg Terminal, and the thinkorswim trading platform.
Equity Valuation: Students learn about discounted cash flow analysis (DCF), technical analysis, and a variety of other valuation metrics.
Presentation Skills: When giving any pitch, students are required to present in front of the entire class, which is made up of 30-40 students every semester.
Communication Skills: Every class, student report on performances of various Equity Fund holdings, as well as giving extensive updates during earnings season and through semi-annual reports.