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Spears School of Business

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What is the SMIF?

The main purpose of the Student Managed Investment Fund (SMIF), is to provide a platform for students to gain real-world valuation and portfolio management experience. Acting in the role of an equity analyst, students have the opportunity to make investments decisions for a $1.3M equity portfolio.

 

Class experience:

In the SMIF course, students have the opportunity to try out the role of an equity analyst. Working in teams, and focusing on assigned sectors, analysts evaluate both current and prospective portfolio holdings through research-based fundamental analysis in order to generate Buy/Sell/Hold recommendations. Investment decisions and valuations are communicated and defended by giving presentations in front of peers and sometimes industry professionals.

 

Benefits:

  • Real-World Experience: Students gain real-world experience making investment decisions for a real-money portfolio of equity securities
  • Teamwork: Students work in teams and cover the various sectors of the stock market
  • Valuation Skills: Sharpen and hone skills related to valuation and financial modelling
  • Business Presentations: Gain experience in the realm of public speaking by giving business presentations in front of peers and industry professionals.
  • Networking: Meet and network with other excellent students and industry professionals
  • Professional Software: Learn to use the same tools that industry professionals use such as Bloomberg Professional Services, and S&P Capital IQ. ***
  • Competitive Advantage: After graduation, many SMIF students pursue careers in asset management and investment banking. Students have found employment at companies such as: JP Morgan, Goldman Sachs, Bank of America, Brown Gibbons Lang & Company, BOK Financial, Silvercliff Partners, Cambridge Associates, GuideStone Capital Management, and the George Kaiser Family Foundation.

Advisory Board

  • Steffany Sharpe - Leach – Retired professional, Houston, TX
  • Harry Hartford - President, Causeway Capital – San Francisco, CA
  • Don England - Retired Professional - Tulsa, OK
  • Matt Daniel - Global Key Account Manager, Hempel A/S – Houston, TX
  • Chas Craig - President, CEC Wealth Management - Tulsa, OK
  • Matt Hull - Financial Advisor, Edward Jones – Stillwater, OK
  • Steve Wyett - Chief Investment Advisor, BOK – Tulsa, OK

**Students have access to 10 Bloomberg Terminals on the Stillwater campus. 5 terminals are located in the Finance Lab in BU 210 and 4 terminals are located on the Watson Trading Floor in BU 105. Students also have access to one terminal at the Edmon Low Library. Two additional terminals are located on the Tulsa campus in North Hall.

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