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 $130,000 ­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 $1,000,000. ­The stock holdings returned has outperformed the S&P 500 index by a little more than 3% over the last five years.­ ­Below is a copy of the SMIF Annual Report:

2015 SMIF Annual Report

CFA Team 2015

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
  • Adriana 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, BBA­in 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