What is the Montano Student Investment Fund?
Launched in 2018 The 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 GMU’s Endowment for their respective terms. This includes choosing and cutting positions in the portfolio as well as presenting the annual report of fund performance to the board of trustees. The Montano Student Managed Investment Fund gives students the chance to expand their network, sharpen their skills, and further build their knowledge of finance while still being in an academic setting.
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.
2025 Costello Fellows on Wall Street
The Costello Fellows on Wall Street event is an annual opportunity for select finance students to experience the heart of the financial world. This trip to New York City includes tours of prestigious financial institutions on Wall Street, offering participants an inside look at the industry's operations. Students also engage in valuable networking sessions with finance professionals and distinguished alumni, building connections and gaining insights into their future careers.
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: