West Texas A&M University

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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 $100,000 in scholarship funds to business students.  Established by local community leaders under the direction of Dr. Jerry Miller at an initial value of $100,000, the student portfolio’s current value is approximately $1,000,000.  The stock holdings returned 4.3% over the last year versus a 3.1% return for the S&P 500 index.  Below is a copy of the SMIF Annual Report:

2015 SMIF Annual Report (to be posted in June of 2015)

Student Manged Investment Fund Portfolio Managers 2012


2015 SMIF Scholarship Recipients

The 2015 SMIF scholarship awards range from $1,000 to $2,000 per student.  The 2015 scholarship winners are:

  • Paul Alongo, BBA in Marketing
  • Jamie Boyd, BBA in Marketing
  • Jordan Evans, BBA in General Business
  • Adrian Gallegos, MBA
  • Alexander Korn, MBA with Management concentration
  • Michelle McFadden, MBA
  • Baptiste Moreu, MS in Finance & Economics
  • Eric Mosley, BBA in General Business
  • Fabian Mueller, MS in Finance & Economics
  • Michaela Neuhaus, BBA in General Business
  • Phuc Nguyen, MPA
  • Ethan Peterson, MBA with Healthcare concentration
  • Nicholas Shelton, MBA with Management concentration
  • Christian Suthers, BBA in General Business

2015 SMIF Student Portfolio Managers

  • Karina Acevedo - Texhoma, Oklahoma
  • Don E. Boyd - Amarillo, Texas
  • Chelci Castilo - Amarillo, Texas
  • Hunter Ham -  Canyon, Texas
  • Klemen Jereb - Canyon, Texas
  • Hongyu Li - China
  • Phuc Nguyen - Vietnam
  • Ethan Peterson - Texico, New Mexico
  • Sahil Prasla - India
  • Vitaliy Skorodziyevskiy -  Kazakhstan
  • Tyler Young - Canyon, Texas

 

 

 

 

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