{"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":"2026-01-21T16:23:18","modified_gmt":"2026-01-21T21:23:18","slug":"student-managed-investment-fund","status":"publish","type":"page","link":"https:\/\/www.citadel.edu\/business\/student-managed-investment-fund\/","title":{"rendered":"Student Managed Investment Fund"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h2 class=\"wp-block-heading\" id=\"h-what-we-do\">What We Do<\/h2>\n\n\n\n<p>We are a student-run investment fund managing over $1.5 million AUM. We mimic the structure of an asset management firm &#8211; allowing students the opportunity to manage real money in financial markets, bridging the gap between theory and practice. By creating a hands-on environment, students are motivated to learn how to utililze financial statements, perform analysis and valuations and manage a portfolio while receiving Bloomberg certifications.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-columns has-citadel-navy-background-color has-background is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<p class=\"has-text-align-center\"><strong>JOIN US!<\/strong><br>Weekly meetings are held on Tuesdays in Bastin Hall, room 119, at 6:30 pm.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-100\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.linkedin.com\/company\/the-citadel-student-managed-investment-fund\/\">SMIF LinkedIn<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The Student Managed Investment Fund (SMIF)\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/sqEkB11M5EI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-who-we-are\">Who We Are<\/h2>\n\n\n\n<p>Our investment philosophy stems from our Institution&#8217;s fundamental values of creating principled leaders through the values of honor, duty and respect. We aim to invest in high-value companies that understand the importance of The Citadel&#8217;s values. We know that despite what economic conditions arise, principled leadership will soar during booming environments and persevere through difficult conditions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leadership-team\">Leadership Team<\/h2>\n\n\n\n<p>Our Senior Leadership Team is committed to efficiently running our portfolio and managing the 11 Sector Heads and over 20 analysts.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-senior-leadership-team\">Senior Leadership Team:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Senior Portfolio Manager: Jack Kornfeind<\/li>\n\n\n\n<li>Head of Investments: Andrew Oliver<\/li>\n\n\n\n<li>Head of Operations and Risk: Everett Babcock<\/li>\n\n\n\n<li>Assisting in Risk Management: Ryan Legg<\/li>\n\n\n\n<li>Head of Investor Relations and Recruitment: Gavin Cagle<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-sector-heads\"><strong>Sector Heads<\/strong>:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Communication Services: Dylan Rasin<\/li>\n\n\n\n<li>Consumer Discretionary and Consumer Staples: Brennan Perkins<\/li>\n\n\n\n<li>Energy and Utilities: Kaleb Rhyne<\/li>\n\n\n\n<li>Financials: Hans Vollmecke<\/li>\n\n\n\n<li>Healthcare: Walter Baker<\/li>\n\n\n\n<li>Industrials and Materials: Nicholas Renner<\/li>\n\n\n\n<li>Real Estate: Clayton Williams<\/li>\n\n\n\n<li>Technology: William Owens<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>What We Do We are a student-run investment fund managing over $1.5 million AUM. We mimic the structure of an asset management firm &#8211; allowing students the opportunity to manage real money in financial markets, bridging the gap between theory and practice. By creating a hands-on environment, students are motivated to learn how to utililze [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","footnotes":""},"class_list":["post-959","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.8 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Student Managed Investment Fund<\/title>\n<meta name=\"description\" content=\"The Citadel&#039;s Student Managed Investment Fund (SMIF) is a student-run investment fund with $1.5 million AUM.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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