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Student managed investment funds
Manage real investments. Defend your decisions. Learn how markets move in real time.
CMU finance students actively manage investment funds while building experience in equity research, portfolio strategy, financial modeling and professional presentation. Through hands-on analysis, industry mentorship and team-based decision-making, students gain experience that mirrors the expectations of competitive finance careers.
$4.6M+
student-managed assets across multiple investment funds.
3
distinct investment funds with different portfolio strategies.
Hands-on experience
with analysis, presentations and portfolio management.
Real-world investing experience
The Student Managed Investment Funds give students the opportunity to apply classroom concepts in an active, collaborative investment environment. Students research companies, analyze industries and present investment recommendations while learning how professional investment teams operate.
Weekly meetings challenge students to think critically, communicate clearly and defend their analysis in front of peers, faculty, alumni and industry professionals while building experience with portfolio management, valuation and investment strategy.
Three funds. Different strategies.
Each student-managed fund offers experience with different investment approaches, portfolio strategies and areas of the market.
Celani Fund
Established through a gift from CMU alumnus Tom Celani, the Celani Fund focuses on large-cap equity investing and is benchmarked against the S&P 500. Students analyze public companies, evaluate market trends and gain experience managing a concentrated investment portfolio with more than $3 million in assets.
Seger Fund
Named in honor of former Federal Reserve Board Governor and CMU faculty member Martha Seger, the Seger Fund focuses on small- and mid-cap investing. Students conduct company research, evaluate emerging opportunities and build experience with active portfolio management.
Oros Fund
Created through the support of CMU alumnus Bob Oros, the Oros Fund gives students experience managing fixed income and alternative investments. Students analyze interest rates, yield strategies and macroeconomic conditions while working with a diversified portfolio.
Students involved in the funds often participate in competitions, networking opportunities and programs such as Michigan Finance Scholars that help connect classroom learning to professional experience.
Finance students compete and win
Students involved in the Student Managed Investment Funds regularly participate in national competitions, stock pitch events and employer-connected experiences that help prepare them for careers in finance, investment banking and portfolio management.
Student teams have earned recognition through competitions such as the CFA Institute Research Challenge, the ACG Cup and national stock pitch competitions while securing internships and career opportunities with organizations including RBC Capital Markets, PwC, Dow and General Motors.
My involvement in the Student Managed Investment Funds gave me incredible opportunities to grow through travel, leadership, networking and competitions. More than anything, those experiences helped shape my college journey and shape my time at CMU.
Interested in learning more?
The Student Managed Investment Funds and Michigan Finance Scholars are built around mentorship, collaboration and hands-on learning. Students work closely with faculty mentors while building technical skills, professional confidence and industry connections through real investment experience.
Questions about the funds, competitions or getting involved? Reach out to the faculty mentors who help guide these experiences.
