West Texas A&M University

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Paul and Virginia Engler 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 $200,000 ­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 $1,187,000. ­ The stock holdings returned has outperformed the S&P 500 index in nine of the last ten years.­ ­

CFA Team 2015

2017 SMIF Scholarship Recipients

The 2017 SMIF scholarship awards range from $1,000 to $3,000 per student.­ The 2017 scholarship winners are:

  • Selena Batiste, BBA Accounting from Portland, Oregon
  • Marcus Braswell, BBA General Business from Del Rio, Texas
  • Veronica Carrillo, MS Finance & Economics from Wheeler, Texas
  • Cinthya Carrera, MBA Healthcare Management from Ecuador
  • Carter James, MS Finance & Economics from Justin, Texas
  • Mohamad Chaudhry, MS Finance & Economics from Pakistan
  • Shane Dockery, MBA Management from Austin, Texas
  • Ngan Dao, MS Finance & Economics from Vietnam
  • Pedro Dos Santos, BBA Management from Portugal
  • Jelina Fernando, BBA Marketing from England
  • Edgar Garcia, BBA Accounting from Edinburgh, Texas
  • Heather Grebin, BBA Marketing from Rochester, Minnesota
  • Emily Gross, MS Computer Information Systems from Amarillo, Texas
  • Chase Holt, BBA Management from New Braunfels, Texas
  • Samyah Marcellin, MS Finance & Economics from Dominica
  • Zach McCauley, BBA Finance from Hurley, New Mexico
  • Marlene van Mourik, BBA Management from Denmark
  • Sergey Nyrkov, MS Finance & Economics from Russia
  • Niall Pratt, MS Finance & Economics from Ireland
  • Ryan Quaid, BBA Finance from Fort Collins, Colorado
  • Anastasia Rademaekers, MS Finance & Economics from Dallas, Texas
  • Sydney Walton, BBA Management from Perryton, Texas

2017 SMIF Student Portfolio Managers

  • Rafeea Almas from Canyon, Texas
  • Daniel Barrios from Olton, Texas
  • Reece Bernet from San Diego, California
  • Matthew Brown from Amarillo, Texas
  • Collin Bumpass from San Antonio, Texas
  • Veronica Carillo from Wheeler, Texas
  • Trestin Clay from Amarillo, Texas
  • Taylor Hurt from Tulia, Texas
  • Julian Martinez from Bovina, Texas
  • Chris Morgan Amarillo, Texas
  • Niall Pratt from Dublin, Ireland
  • Kelsey Pruett from Amarillo, Texas
  • Anastasia Rademaekers from Dallas, Texas
  • Sandra Ramirez from El Paso, Texas
  • Stefan Schlabs from Hereford, Texas
  • Nathan Sutlief from Amarillo, Texas
  • Whitney McDonald from Amarillo, Texas