Investment Series & Student Managed Investment Fund (SMIF)
Investment Series The College of Business Investment Series is devoted to expanding finance knowledge through the Texas Panhandle with a focus on students and the community. The series is one of the largest sources of scholarships in the College of Business. Guest speakers attract active investors and professionals in the medical, legal, financial, investment and real estate areas along with business owners. Speakers in the past have included analysts and economists, mutual fund managers and Federal Reserve economists. The series focuses on insights into future investment horizons. Speakers occasionally talk to students to increase awareness of their firm and the industry. Dr. Anne Macy, director of the Investment Series, can be reached at 806-651-2523.
Investment Series Speaker Schedule 2012-2013 Investment Series speakers include: - Dr. Robert Lawson, author of Economic Freedom of the World
- Dr. Terry Anderson, author of The Not So Wild, Wild West: Property Rights on the Frontier
- Don Hodges, Hodges Capital Management
- Dr. Harvey Rosenblum, Federal Reserve Bank of Dallas
- Student Portfolio Mangers (July 11, 2013)
SMIF Annual Report Through the Student-Managed Investment Fund, 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 $99,500 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 over $600,000. The stock holdings returned 4.3% over the last year versus a 3.1% return for the S&P 500 index. The student portfolio has grown from an initial value of $100,000 to the current value of over $600,000. Below is a copy of the SMIF Annual Report: 2010 SMIF Annual Report 2011 SMIF Annual Report 2012 SMIF Annual Report 
2012 SMIF Scholarship Recipients - Dylan Doss, BBA Accounting
- Cydney Friemel, MSFE
- Kyler Gregory, BBA General Business
- Laura Beth Hallman, MSFE
- Sophie McBride, BBA Finance
- Christie Russell, MBA
- Trent Trahern, MSFE
- Kyle Williams, MSFE
2012 SMIF Student Portfolio Managers - Emilee Cavaness, BBA Accounting and Finance
- Laura Beth Hallman, MSFE
- Kami Rundell, BBA Accounting and Finance
- Jake Samarron, BBA Accounting and Finance
- Adrian Walker, MSFE
- Kolten Wilder, BBA Finance
- Kyle Williams, MSFE
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