University of Utah Student Investment Fund

USIF Portfolio Update Highlights 3/3 ? Overview:? ? - The portfolio declined 1.62% over the past week, reflecting broader market weakness -?The School Fund posted a 2.38% decline -?NVDA, the portfolio's 3rd largest holding, is down 12% in the last 5 days? ? Fund Performance:? ? -?1-Month Return: -2.33% -?Academic Year-to-Date Return: 6.38% -?1-Year Return: 14.37% Portfolio News:? ? -?Technology remains the largest sector allocation, making up 25.11% of the portfolio -?In the past four weeks, four new systematic strategies and one fundamental strategy have been approved ? Key highlights from this week's portfolio update were presented by our incredible team member: Jack McCormick? https://lnkd.in/gtUmsqAe Follow our page to stay in tune with the USIF portfolio, here on LinkedIn or on our website weekly: https://lnkd.in/gJDWWbd6

Applications for the Undergraduate Student Investment Fund (USIF) close in 3 days! Applications are due this Friday, the 28th. No prior investment experience is required. USIF welcomes both students who are curious about investing and will gain experience managing a $2 million portfolio. Ready to apply? Submit your application here: https://lnkd.in/gi9_CdaN Have last-minute questions? Reach out to Cole Wall: https://lnkd.in/gTMY9QMs Learn more about USIF here: https://lnkd.in/gJDWWbd6 #studentinvestmentfund #universityofutah #finance #applynow #investment

?? Harnessing Systematic Trading Strategies at MSIF ?? At David Eccles Business School, the Masters Student Investment Fund (MSIF) isn’t just about theory! This semester, our student portfolio managers have been leveraging?systematic and?quantitative strategies?to enhance portfolio returns while managing risk. Here’s a look at some of the systematic trading strategies shaping our investment decisions: ? GarpMo – Based on the principles of Growth at a Reasonable Price (GARP), GarpMo seeks to blend a momentum style approach to target undervalued growth stocks with upside potential and high risk-adjusted returns, solid sharpe ratios, and a favorable PEG ratios. ? Small Cap Syndrome?– Targeting?profitable small and mid-cap stocks, this strategy capitalizes on overlooked growth opportunities, using the?Relative Strength Index (RSI)?to filter for sustained uptrends. ? Golden Cross – A?momentum-driven?approach that signals buy opportunities when the?50-day moving average crosses above the 200-day moving average, historically a sign of upward price movement. ? High Energy & Low Beta – Targets the fund's current exposure gap by investing in the Energy sector that are expected to exhibit less volatility and outperform the industry average. ? Staples & Stethoscopes Mid-Cap?– Targets the fund's current exposure gap by investing in underserved Healthcare, Utilities, Materials, and Consumer Staples sectors with Cash Flow Yields above 10% and a positive net income. Each of these strategies undergoes?rigorous backtesting?to evaluate?risk-adjusted returns, Sharpe ratios, and sector correlations, ensuring our investment decisions are data-driven and strategically sound. ?? If you’re a student interested in?investments, fundamental & systematic investing, or portfolio management, MSIF provides an invaluable hands-on experience. Want to learn more??Sign up to apply to our next cohort using this link: https://lnkd.in/gUxFDCev #Investing #Finance #SystematicTrading #Bloomberg #Masters #QuantitativeFinance #StockMarket #PortfolioManagement

USIF Macro-Economic Market Update 2/24: U.S. Market: - President Trump declares "inflation is back," leading to a sharp sell-off; Dow drops over 700 points. - Federal Reserve minutes indicate a reluctance to cut interest rates until inflation shows clear signs of slowing. - President Trump discusses potential retaliatory tariffs, adding to market uncertainty. Global Market: - Germany’s recent election marks the largest far-right candidate showing since World War II. - The U.S. and Russia engage in peace talks following the proposed Kyiv mineral deal. Key Economic Indicators: - CPI Average Growth Rate: 3.0% - Unemployment Rate: 4.0% - 3-Month T-Bill Rate: 4.31% S&P Sector Performance: - 1-Month Performance: Consumer Staples, Communication, and Healthcare outperform, while Consumer Discretionary lags. - Year-to-Date (YTD) Performance: Energy and Healthcare lead, with Consumer Discretionary dragging down the index. Chart of the Week: Berkshire Hathaway's Cash Reserves Reach New Highs - Buffett’s conglomerate has built a record cash position of ~27%, of total assets signaling a cautious market outlook. Key highlights from this week's macro-overview were presented by our incredible team member: Jeck Perry? https://lnkd.in/ggbKMGif Follow our page to stay in tune with the market, here on LinkedIn or on our website weekly: https://lnkd.in/gJDWWbd6

USIF Portfolio Update Highlights 2/10 Overview: - The portfolio returned 0.35% over the past week - The Milner Fund rebounded from a 1.7% decline in the last report to a 0.72% gain - Costco is now the fund’s fourth-largest holding Fund Performance: - 1-Month Return: 2.28% - Academic Year-to-Date Return: 9.23% - 1-Year Return: 24.02% Portfolio News: - The recently approved “Management Buys Strategy” will be implemented into the fund - Additionally, a new oil and gas investment strategy has been approved and will be integrated Key highlights from this week's portfolio update were presented by our incredible team member: Alexander Ramsay https://lnkd.in/eHqre-dv Follow our page to stay in tune with the USIF portfolio, here on LinkedIn or on our website weekly: https://lnkd.in/gJDWWbd6

This past Monday, the Master Student Investment Fund (MSIF) had the pleasure of hosting Ryan Gardner, CFA, who shared invaluable insights from his career journey in investment management and beyond. From his early days navigating finance without much guidance to building an impressive resume that includes Goldman Sachs, Ensign Peak Advisors, and Olympus Wealth Management, Ryan’s story is one of adaptability, continuous learning, and the power of networking. Here are Key Takeaways from Ryan’s Journey: ??Embrace Every Opportunity – At Lunt Capital Management, Ryan wore multiple hats, launched an ETF, and raised $100M—proving that early roles can provide immense learning experiences. ??Attention to Detail is Non-Negotiable – His time at Goldman Sachs reinforced the importance of precision, especially in high-stakes environments like investment banking. ??Find the Right Fit – Throughout his career, he discovered that a more dynamic workplace is where he thrives. However, this type of discovery comes with time and patience, so students should enjoy the process. Perhaps the most impactful message Ryan left us with was this: Be proactive in building and maintaining professional relationships—don’t burn bridges. His career moves have consistently been shaped by meaningful connections, proving that networking isn’t just about finding the next job; it’s about being part of a community. A huge thank you to Ryan for sharing his experiences with us. #Finance #Networking #CareerGrowth #InvestmentManagement

Applications for next year's Undergraduate Student Investment Fund (USIF) are now open! The priority deadline closes on February 28th. Apply here on our website: https://lnkd.in/gi9_CdaN No previous investment experience is necessary. USIF is open to all disciplined and high achieving students seeking to gain investment experience managing a $2 million portfolio. Students will learn how to develop trading strategies within the portfolio and implement numerous metrics of risk and return during the entire academic year (Fall 2025 - Spring 2026). Please read the application poster attached to this post for further information. Apply here on our website: https://lnkd.in/gi9_CdaN We will have Zoom info sessions on February 5th and February 12th for details and to answer any questions. See further details on the poster attached. If you have any questions reach out to Cole Wall at: https://lnkd.in/gTMY9QMs Learn more about USIF here: https://lnkd.in/gJDWWbd6 #UniversityofUtah #GoUtes #StudentInvestmentFund #Finance #StockMarket

USIF Macro-Economic Market Update 2/3 U.S. Market: - The Fed maintained rates (4.25% - 4.50%), pausing expected rate cuts - After DeepSeek's announcement Dow Jones futures tumbled 1.1%, S&P 500 futures dropped 1.6%, and Nasdaq 100 futures plunged 2.1% - Airline stocks declined slightly following an American Airlines flight collision with a helicopter Global Market: - President Trump enacted 25% tariffs on Canada and Mexico, and raised tariffs on China to 35%; retaliation expected - JP Morgan holds $2B of frozen Russian assets, which could be used as leverage in ceasefire negotiation in the Ukrainian war Key Economic Indicators: - CPI Average Growth Rate: 2.90% - Unemployment Rate: 4.10% - 3-Month T-Bill Rate: 4.286% S&P Sector Performance: - Tech and semiconductor stocks have taken a hit, dragging down overall market performance - Healthcare remains a focal point as weight-loss drugs continue to see growing demand Chart of the Week: AI Microchip Manufacturer Stocks Plummet - The sector has seen sharp declines amid concerns over DeepSeek and supply chain disruptions with possible greater tariffs Key highlights from this week's macro-overview were presented by our incredible team member: Lily McClellan https://lnkd.in/g9W4PrNi Follow our page to stay in tune with the market, here on LinkedIn or on our website weekly: https://lnkd.in/gJDWWbd6

USIF Portfolio Update Highlights 1/27 Overview: - Total Assets Under Management (AUM) now exceed $2 million - Holdings have rebounded following a 2.94% dip over the holiday season - China’s DeepSeek led to declines in numerous AI and tech company shares Fund Performance: - 1-Month Return: 1.53% - Academic Year-to-Date Return: 9.78% (Goal: 10%) - 1-Year Return: 28.33% Portfolio News: - The newly implemented "Aerospace & Defense" strategy is up 4% since being added two weeks ago - In the coming days the fund will implement the recently approved “Rule of 40” systematic strategy Key highlights from this week's portfolio update were presented by our incredible team member: Rachel Kloepfer https://lnkd.in/g-uDggdT Follow our page to stay in tune with the USIF portfolio, here on LinkedIn or on our website weekly: https://lnkd.in/gJDWWbd6

Introducing the Masters Student Investment Fund at the University of Utah! The University of Utah - David Eccles School of Business is proud to announce the establishment of the Masters Student Investment Fund (MSIF), expanding on the long-standing success of the Undergraduate Student Investment Fund. As the newest addition to the Institute of Advanced Investment Management, MSIF provides a unique opportunity for graduate students to apply advanced portfolio management strategies in real-world markets. Our inaugural semester has been an exciting one. With $973K in assets under management, MSIF has already developed a robust framework rooted in fundamental analysis, systematic strategy, and macroeconomic insights. Here are some highlights from our portfolio so far: ? Top Performers: GoDaddy (GDDY): +19.5% Tesla (TSLA): +14.9% Meta (META): +7.8% ? Sector Allocation: Real Estate: 5.2% Information Technology: 2.1% Consumer Discretionary: 1.2% While we are still early in our journey, we are committed to building a dynamic and balanced portfolio that supports both academic rigor and real-world application. Every decision reflects our dedication to cultivating a deep understanding of investment management, fostering leadership, and empowering the next generation of finance professionals. Follow us here on LinkedIn and at advancedinvesting.org/msif for weekly updates on our portfolio, insights, and progress. We’re excited to see where this journey takes us and invite you to be part of it! #UniversityOfUtah #InvestmentManagement #StudentInvestmentFund #MSIF #FinanceLeadership #PortfolioManagement