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."
Last week, SMIF's portfolio matched the benchmark's performance, both having a weekly return of -1.37%. Our equity section outperformed the benchmark by 27 bps, led by AMAT and STZ, partially offset by lackluster performance in our fixed income section stemming from our overweight to high yield and emerging markets.
(Performance attribution will be discussed in meeting)
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