Mason Investment Club

The Mason Investment Fund is an undergraduate investment fund run by members of the Mason Investment Club at William & Mary. The Fund took control of $20,000 in 2002 as part of a substantial donation from alumna Aubrey Mason. Since then, this donation has served as the initial capital used to start and grow the Fund, and as of January 2019, it stands at $40,000. The Fund provides an excellent opportunity for both experienced and beginning investors to become involved in the active management of a sizable investment fund. Members attend weekly meetings which consist of a market update, portfolio review and stock or educational presentations. The principal motive is to provide students the opportunity to engage in equity research and test market strategies, enhancing their educational experience while simultaneously driving value. Students thus gain hands-on experience in developing their knowledge of security research, valuation techniques and portfolio management.

The faculty advisor for Mason Investment Club is Professor Hugh Marble.

Please contact Cameron Beck for more information.

Mason Investment Club is open to any student interested in financial services regardless of race,​ national origin, color, ​sex, gender, sexual orientation, ​disability or age. To find out more click here.

Mason Investment Club History

The Mason Investment Fund had been very successful over the years, growing its membership to support a fund structure consisting of Portfolio Managers, Senior Analysts, Junior Analysts and General Member levels. The Fund implemented a detailed investment process, consisting of idea generation and initial investment overview, development of detailed investment thesis and consideration of investment on overall portfolio risk/return characteristics.

The Fund has even influenced the creation and innovation of the curriculum at William & Mary by proposing and developing a Distinguish Portfolio Management class called Student Managed Investment Fund (SMIF). SMIF manages over $100,000 and requires more intense preparation and in-depth proposals for potential investment.

2022 Club Officers

Cameron Beck
President/Portfolio Manager

Experience

2022

Incoming Mergers & Acquisitions Analyst at Sawaya Partners

2021

Summer Analyst at Marriott & Co.
Shriya Kosuru
Portfolio Manager

Experience

2022

Incoming Investment Banking Summer Analyst at Piper Sandler

2021

Summer Analyst at Curtis & Co.

2020

Private Equity Analyst at Caleo Capital
Tommy Mitchell
Portfolio Manager

Experience

2022

Incoming Commercial Banking Summer Analyst at J.P. Morgan

2021

Summer Associate Intern at Ankura Consulting Group
Emma Mormile
Portfolio Manager

Experience

2022

Finance and Real Estate Junior Analyst at Mason Investment Club

2020-2021

Legal Assistant at Farkas and Donohue