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.

Professor Hugh Marble and Morgan Hutter serve as advisors to the club.

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.

2020 Club Officers

William Coakley '21
President/Portfolio Manager

Email: wwcoakley@email.wm.edu

Experience

2020

Incoming Investment Banking Summer Analyst, Sawaya Partners

2019

Investment Banking Summer Analyst, Marriot & Co.

2019

Financial Analyst Intern, Aeroseal Windows & Storefront
Alhassan Ouf '21

Experience

2020

Incoming Investment Banking Summer Analyst, Robert W. Baird & Co.

2019

Investment Banking Summer Analyst, Boxwood Partners, LLC

2019

Spring Analyst, Stone Pier Capital Advisors, LP
Michael Fairbanks '21

Experience

2020

Incoming Equity Research Summer Analyst, J.P. Morgan

2019

Summer Analyst, Stock Stories Podcast

2018

Founder, Prime CPR, LLC
Charles Gabrik '22

Experience

2019

Summer Analyst, RBC Wealth Management

2018

Summer Intern, First Data Corporation