Martha Seger Investment Fund

The Martha Seger Investment Fund, established in honor of the esteemed former finance professor, empowers students with real-world investment experiences, bridging the gap between academic knowledge and practical application. Under faculty guidance, students gain invaluable insights into financial markets, ensuring Martha Seger's legacy continues to shape the future of finance education. 

With nearly $350,000 in assets as of August 2024, the fund focuses on small- and mid-cap companies, providing students with a unique opportunity to engage with a diverse range of investments. Students meet weekly to analyze the fund’s performance, discuss market trends, and make recommendations regarding investments and divestments, as well as potential strategies to enhance the fund’s overall performance. This hands-on approach provides the opportunity to improve skills in financial analysis and decision-making, preparing students for exposure to employers and preparation for future careers.

DateCompanyTeamPassedSharesPriceNet Value
Feb. 2024SoFiCarter Sonnichsen, Bradley Berk, Logan Shadley, and Tyler Bellini 1,000$7.82 
Mar. 2024ACM ResearchSpencer Messina 634$29.86$18,784.76
Apr. 2024Clear Secure, Inc.Owen Brinker and Andrew Stetler 929$19.31$18,079.78
Sept. 2024Clear Secure, Inc.Carter Sonnichsen, Trevor Carnovsky, and Alexandru Ciolac    
Nov. 2024Amicus TherapeuticsOwen Brinker and Adam Rose 1,335$11.24 
Nov. 2024Perimeter SolutionsCarter Sonnichsen, Justin Soukhome, Alex Vanzandt and Jose Marcotti Neto 1,495  
Mar. 2025Him & HersCarson Neuer, Brendan Buback, Sam MacAlpine and Owen Brinker 546$37.16$20,466.23
Mar. 2025InnodataJack Eppler, Jose Neto and Judith Saugwame 437$35.90$15,811.72
Sept. 2025LyftDerek Ballas and Ryan BlantonNo   
Sept. 2025H&R BlockTrevor Carnovsky, Lucas Ventline and Dhruv KumarYes345 $17,421.27