Our Portfolio

Investment Philosophy

Under the supervision and oversight of the GMU 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 guide it in all decisions made and updates to the portfolio.

Current Portfolio