Our Portfolio

Investment Philosophy:

Under the supervision and oversight of GMU’s Endowment and Board of Trustees, the Montano Student Investment Fund aims to provide both growth and income to its benefactors through its equity selections. The Montano Student Investment Fund believes strongly in market efficiency.

Minimizing transaction costs, tax efficiency, and fundamental analysis are the pillars of the Fund’s philosophy and guides it in all decisions made including updates to the portfolio.

Current Portfolio:

The Montano SMIF 2022 Annual Report