What We Do
We are a student-run investment fund managing over $1.5 million AUM. We mimic the structure of an asset management firm – allowing students the opportunity to manage real money in financial markets, bridging the gap between theory and practice. By creating a hands-on environment, students are motivated to learn how to utililze financial statements, perform analysis and valuations and manage a portfolio while receiving Bloomberg certifications.
JOIN US!
Weekly meetings are held on Tuesdays in Bastin Hall, room 119, at 6:30 pm.
Paul Meeks, CFA, CAIA – Faculty Advisor
Who We Are
Our investment philosophy stems from our Institution’s fundamental values of creating principled leaders through the values of honor, duty and respect. We aim to invest in high-value companies that understand the importance of The Citadel’s values. We know that despite what economic conditions arise, principled leadership will soar during booming environments and persevere through difficult conditions.
Leadership Team
Our Senior Leadership Team is committed to efficiently running our portfolio and managing the 11 Sector Heads and over 20 analysts.
Senior Leadership Team:
Sector Heads:
- Communication Services: Brandon Kentolall
- Consumer Discretionary: Parker Wloch
- Consumer Staples: James Williamson
- Energy: Aiden Williams
- Financials: Mitchell Coe
- Healthcare: Nicholaus Sitzter
- Industrials: Joshua Jackson
- Materials: Lance Kates
- Real Estate: John-Preston Wood
- Technology: James Harrison
- Utilities: Zane Van Vleet
Student Managed Investment Fund (SMIF) Consortium Conference
The SMIF Consortium is held in Chicago, Il and hosted by Indiana State University. The Consortium seeks to enhance student learning and scholarship through the delivery of experiential learning, while providing professional development opportunities for business students. Students can network with other student funds around the nation, attend panel discussions and compete in investment competitions.
The Citadel’s SMIF has attended the conference for the past two years in a row. It gives our members the opportunity to learn from leaders within the industry and gain insight on how to bridge the gap between theory and practice for managing real money in financial markets. Last year for the 8th Annual Student Managed Investment Fund Consortium, we placed 3rd in Performance.
