{"id":959,"date":"2023-01-10T17:52:02","date_gmt":"2023-01-10T22:52:02","guid":{"rendered":"https:\/\/www.citadel.edu\/business\/?page_id=959"},"modified":"2026-11-03T08:35:17","modified_gmt":"2026-11-03T13:35:17","slug":"student-managed-investment-fund","status":"publish","type":"page","link":"https:\/\/www.citadel.edu\/business\/student-managed-investment-fund\/","title":{"rendered":"91ÁÔÆæ Managed Investment Fund"},"content":{"rendered":"\n

Performance Snapshot<\/a> | What We Do<\/a> | Investment Philosophy<\/a> | Structure & Leadership<\/a> | Attribution & Risk Profile<\/a> | Join Us<\/a><\/p>\n\n\n\n

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Performance Snapshot<\/strong> <\/h2>\n\n\n\n
(As of Sept. 30, 2026)<\/h6>\n\n\n\n
+$2.9 Million<\/strong><\/td>>85%<\/strong><\/td>0.72<\/strong><\/td>\u22642.5%<\/strong><\/td>40-50<\/strong><\/td>S&P 500<\/strong><\/td><\/tr>
Total AUM across 3 accounts<\/td>3 Year Total Return (Ann.)<\/td>IR TTM<\/td>Cash<\/td>Holdings <\/td>Investment Universe<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
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What We Do<\/h2>\n\n\n\n

We are a student-run investment fund managing over $2.9 million in assets. We mimic the structure of an asset management firm, giving students the opportunity to manage real money in financial markets and bridging the gap between theory and practice.<\/p>\n\n\n\n

91ÁÔÆæs learn to use financial statements, perform analysis and valuations, and manage a portfolio, with access to Bloomberg Terminals. We are a long-only U.S. equity fund benchmarked to the S&P 500, and decisions come from bottom-up fundamental research.<\/p>\n\n\n\n

We do not simply hug or attempt to time the market. Rather than mirroring the S&P 500, our sector weights and positions are intentional: we concentrate capital in our highest-conviction ideas, accept active positioning when the risk and reward warrant it, and continuously monitor every position against the benchmark and the fund’s thesis.<\/p>\n<\/div>\n\n\n\n

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JOIN US!<\/strong>
Weekly meetings are held on Tuesdays in Bastin Hall, room 119, at 6:30 pm.<\/p>\n\n\n\n

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SMIF LinkedIn<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

Investment Philosophy<\/h2>\n\n\n\n

Our investment philosophy reflects 91ÁÔÆæ\u2019s commitment to developing principled leaders through honor, duty, and service. We apply these principles to the responsible management of capital, emphasizing disciplined research, independent judgment, and accountability for investment decisions.<\/p>\n\n\n\n

We seek to identify high-quality businesses with strong leadership, attractive valuations, and durable growth prospects. By combining fundamental analysis with active portfolio management, we aim to generate long-term value while maintaining a clear understanding of portfolio risk.<\/p>\n\n\n\n

The Three-Legged Stool<\/h4>\n\n\n\n
LEADERSHIP – Management quality and execution<\/td>VALUATION – Price paid versus intrinsic value.<\/td>GROWTH – Durable, sustainable expansion.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Structure & Leadership<\/h2>\n\n\n\n

The team operates like a professional investment Fund, with research leaders guiding investment decisions and functional leaders guiding intelligence and strategy.<\/p>\n\n\n\n

Senior Leadership Team:<\/h3>\n\n\n\n