West Texas A&M University

Buff Transit Tracker
College of Business Investment Series

Student Managed Investment Fund (SMIF)­


Student-Managed Investment Fund

Through the Student-Managed Investment Fund (SMIF), finance majors explore applied investing.­ Students manage a portfolio of funds and decide on stocks to purchase and sell with a goal of long-term growth.­ They learn investment fundamentals, valuation techniques, and technical analysis.­ All finance majors explore one or more investment opportunities, which are forwarded to the student portfolio managers for consideration.­ Portfolio managers attempt to meet the dual objectives of increasing the long-run value of the portfolio combined with the short-run objective of providing student scholarships.­ Since 2001, the program has awarded over $160,000 ­in scholarship funds to business students. ­Established by local community leaders­ at an initial value of $100,000, the student portfolio’s current value is approximately $1,020,000. ­The stock holdings returned has outperformed the S&P 500 index by a little more than 3% over the last five years.­ ­

CFA Team 2015


2016 SMIF Scholarship Recipients

The 2016 SMIF scholarship awards range from $1,000 to $5,000 per student.­ The 2016 scholarship winners are:

  • Carlos Aguirre Collahuazo, MBA with Marketing concentration
  • Brittany Gehle, BBA in Marketing
  • Becca Gerlich, BBA in Marketing
  • Emily Gross, MBA with Computer Information Systems concentration
  • Alexandria Massie, BBA in Accounting
  • Arne van Mourik, BBA in Finance
  • Ethan Peterson, MS in Finance & Economics
  • Niall Pratt, BBA in Finance
  • Shawna Simmons, MPA

2016 SMIF Student Portfolio Managers

  • Sarah Alsadadi - Saudi Arabia
  • Maria Santander Bernal - Ecuador
  • Veronica Carrillo - Wheeler, Texas
  • Carson Greathouse - El Paso, Texas
  • Lindsey Harmon - Borger, Texas
  • Dongok Kim - South Korea
  • Daniel McCauley - Silver City, New Mexico
  • Baptiste Moreu - France
  • Ashley Morgan - Amarillo, Texas
  • Bich Nguyen - Vietnam
  • Thao Nguyen - Vietnam
  • Niall Pratt - Ireland