A Legacy of Hands-On Investing

Since 1998, the Trinity University Student Managed Fund (SMF) has provided students with real-world investment experience. What began as a $500,000 allocation from the university’s endowment has grown to over $11 million by 2021—thanks to strategic fund management and additional endowment contributions.

Guided by Baker Duncan, former Chair of the Investment Committee, and Ronald Calgaard, then University President, the SMF was designed to teach students how to be successful, long-term investors—not speculators.

The SMF Program Experience

The SMF program spans one academic year and consists of two upper-division Finance courses (Fall & Spring, 3 credit hours each).

Manage Real Funds 

New students analyze the previous year’s investments, present recommendations, and vote on buy/sell decisions.

Gain Experience and Connect

Students also gain experience in event management, alumni networking, and national investment competitions.

Through this hands-on learning experience, SMF students develop the financial expertise, leadership, and analytical skills needed for careers in investment banking, asset management, and financial services.

Explore our investment portfolio

Selection Process

There is a 3-step process for joining and participating.

The selection process for the SMF program includes students completing prerequisite courses, interviews, and a commitment to participate for the entire academic year.

Reach out to Dante Suarez for more information: @email