Student Managed Fund
Master the market with real-world investment strategy
The Student Managed Fund at the University of the Incarnate Word is an experience-based learning opportunity in which students manage an investment portfolio in a hands-on environment.
About the Student Managed Fund
The UIW Student Managed Fund launched in 2016 with an initial investment of $125,000 from the University’s endowment. Student fund managers earn course credit while gaining first-hand knowledge of investment strategy and financial theory.
Student fund managers develop an investment philosophy to select, allocate, monitor and evaluate an investment portfolio. Students have the freedom to decide in which securities they invest and always take into consideration the Mission and Values of the University of the Incarnate Word. Recommendations are made to the Fund Advisory Board, which approves all investment decisions.
Meet the Managers
The current managers of the Student Managed Fund are senior finance majors Michael McElmeel, Nicholas Pedrotti and Adam Lewin II.
Fall 2018
Kyle P. Broughton and Lucas C. Lozano
Spring 2018
Kindzeka Kilo, Diego Moreno, Anoop Kurian, and Lucas Lozano (not pictured)
Fall 2017
Neal Fiorino, Apisit Uawongkul, Guillermo Rodriguez, Francisco Diaz and Khurelbaatar Purev
Spring 2017
Joseph D. Allen, Diego Flores, Khalid Khogeer and Jeffrey Conflitti