What is the Montano Student Investment Fund?
Founded in 2018, the Trevor Montano Student Managed Investment Fund is a $550,000 all-equity portfolio managed entirely by George Mason University students. Analysts and officers select and cut positions, monitor risk against the S&P 500, and present annual performance to the university’s Board of Trustees. Members build real portfolio management experience, a network of alumni across banking, consulting, and asset management, and the technical skills that carry into a finance career.
What Will I Learn By Joining the Fund?
The Montano Student Managed Investment Fund gives students the opportunity to conduct research on the portfolio. The fund also gives students the chance to learn how to participate in activities such as active fund management, hedging against potential risk in the market, analyzing market behavior, and building equity reports on research conducted to then pitch to the oversight committee – all necessary skills for the profession of an equity analyst.
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: