NEWS & UPDATES

News

Welcome back to school Titans! Here's an update on CSUF's Student Managed Investment Fund.

The SMIF Leadership Team would like start off by congratulating our new members who went through our application process throughout the Summer. We understand that it was an inconvenience to all, but we have high expectations for our analysts, so we wanted to do s...

July 26, 2018

News

SMIF Officers are preparing to conduct interviews for new applicants and inactive members over the next few weeks. We plan on hosting a "Superday" event on Saturday, August 11, where we can get through most interviewees in single day. With that being said, prospective members should have an idea of what team (Equity or Fixed Income) they would like to...

March 31, 2018

Portfolio as of 3-30-17 (Excel)

What-If Portfolio

News / Updates

Our portfolio has been updated to include performance vs the benchmark on a time-series chart.

Also next Tuesday, we will be having an in-depth discussion about our investment decision-making process as an organization along with any additional changes we would like to make to our portfolio bef...

March 18, 2018

News / Updates

Over the next week, most of our leadership team will be in New York for an investment conference and the following week will be spring break. While we will not be meeting on Tuesdays or Saturdays, feel free to contact your leads or the officers about your investment ideas or questions you have.


We will resume Tuesday, April 3. We hope you al...

March 10, 2018

Portfolio as of 3-10-17 (Excel)

Portfolio Performance

Last week, SMIF's portfolio performed in-line with the benchmark, lagging by 1 basis point. Our equity section under-performed the benchmark by 35 bps, due primarily to Hasbro's -4.38% decline, while  our fixed income section beat the benchmark by 14 bps driven by HYG's correlation with the equity rally....

March 4, 2018

Portfolio as of 3-3-17 (Excel)

News / Updates

Leadership is working on inviting a CFA charter holder to talk to our organization about the designation, along with giving students insights about the investment business in the "real world." 

Portfolio Performance

Last week, SMIF's portfolio matched the benchmark's performance, both having a weekly ret...

February 24, 2018

Portfolio as of 2-24-17 (Excel)

News / Updates

We secured the Bloomberg trade lab (SGMH 2308A) for our Tuesday meetings meaning you will all have weekly access to Bloomberg terminals to help with your research reports.

Portfolio Performance

Last week, SMIF's portfolio out-performed the benchmark by 30 bps. Out-performance was driven by our equity section whil...

December 22, 2017

This is currently a place-holder for future posts 

Portfolio as of 12-23-17 (Excel)

Performance

SMIF's portfolio out-performed the benchmark by _____.

(Performance attribution will be discussed in meeting)

Disclosure: Information and opinions contained in this post have been obtained or derived from sources believed to be reliable, but no guarantees can be mad...

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Questions?

Please send any questions you have about SMIF to csufsmifca@gmail.com or individually to our current board members

© 2019 by Mason Wong