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

Student Fund Managers Fall 2018

Kyle P. Broughton and Lucas C. Lozano

Spring 2018

Student Fund Managers Spring 2018

Kindzeka Kilo, Diego Moreno, Anoop Kurian, and Lucas Lozano (not pictured)

Fall 2017

Student Fund Managers Fall 2017

Neal Fiorino, Apisit Uawongkul, Guillermo Rodriguez, Francisco Diaz and Khurelbaatar Purev

Spring 2017

Student Fund Managers Spring 2017

Joseph D. Allen, Diego Flores, Khalid Khogeer and Jeffrey Conflitti