Student-Managed Investment Fund

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Combining academic knowledge with real-world experience, the Carlos Alvarez College of Business Department of Finance student-managed investment fund provides graduate and undergraduate finance students with applied, practical experience in managing an investment fund. 

Student fund managers, in coordination with Alvarez faculty members, are responsible for overseeing a $2.5 million portfolio for the University of Texas/Texas A&M Investment Management Company (UTIMCO).

Participants will gain experience in 

• managing an investment portfolio,

• conducting due diligence,

• performing a risk-reward analysis, and

• learning financial tools such as Capital IQ, Bloomberg and FactSET. 

Students will also enhance their presentation and public speaking skills as well as network with professional mentors. 

The fund is managed as part of the Security Analysis Class (FIN 3423) in the fall term and a second special studies course (FIN 4953 Security Analysis and Portfolio Management) in the spring term of each year. Graduate Students will register for FIN 6973 (Security Analysis and Portfolio Management Part 1 and Part 2 in Fall and Spring, respectively). Admission is by instructor approval only for selected students. The class size is restricted to a total of 25 students in both sections combined.  

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Students are expected to attend all sessions and contribute to the classroom discussions.  Students will also write research reports and suggest buy lists for the portfolio.

• Graduate Students--currently enrolled in the M.S. in Finance program or MBA with a concentration in finance. Students should have completed FIN 5023 or MBA 5333
• Undergraduate Students—pursuing a B.B.A. in Finance and completed FIN 3013 and FIN 3023

Submit your application as a single pdf file by emailing at FundFellows@utsa.edu with the following information:

• Resume 

• A one-page essay on why participation in the investment fund fellows program will add to your long-term goals. 

Deadline: May 7

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All completed applications will be evaluated by a review committee led by the fund’s faculty. Screening interviews may also occur with top candidates. Final selections will be announced by the end of May.

Affiliated Faculty

Palani-Rajan Kadapakkam
Frost Finance Endowed Chair and Professor

Ron Sweet
Associate Professor of Practice