What is the Montano Student Investment Fund?
Launched in 2018, the Trevor Montano Student Managed investment fund is an all-equity investment fund that is administered by a select few finance students at George Mason University. Students who are selected to become officers are tasked with managing a $460,000 portfolio, gifted by Trevor Montano (B.S. ’00). Their responsibilities include monitoring portfolio risk, staying informed of macroeconomic and industry specific trends, and presenting the annual report of fund performance to the Board of Trustees. The Montano Student Managed Investment Fund offers students a unique opportunity to expand their network, sharpen their skills, and further build their knowledge of finance through real-world application.
What Will I Learn By Joining the Fund?
Analysts are admitted to the fund at the start of the fall and spring semesters, with no prior experience or advanced FNAN courses required. Once accepted, analysts complete an intensive six-week training program designed to equip them with the knowledge and technical skills needed to contribute effectively. The fund offers students hands-on experience in active fund management, including risk management, in-depth market and company analysis, and regular equity research presentations to the fund. Members also have the unique opportunity to go on trips to present their work and network directly with financial services firms.
Applications opening soon for Fall 2025!
The Montano Student Investment Fund is an institutional member of the Washington Association of Money Managers, providing students with networking opportunities and the opportunity to attend monthly speaker presentations by top finance professionals in the area.
For more information on the organization and a list of upcoming events, learn more below: