Student Managed Investment Fund
Professor Jim Haltiner
The purpose of this course is to provide real-world portfolio management and security analysis experience through the management of the Mason School Student Managed Investment Fund (SMIF).
Increased interaction with the investment community through the SMIF course provides enhanced learning opportunities and exposure to recent industry practices. Investment decisions are made according to both quantitative and qualitative analysis performed by the students. Each student focuses on alternative financial models, industries and/or sectors of the market.
The students thoroughly research and present their analysis to the SMIF students and faculty. Security selection is based on a diversified portfolio approach seeking to enhance risk-adjusted returns versus the S&P 1500 as its benchmark. The underlying investment theme of the fund is based on the principles of “Fundamental Analysis.”
Faculty and professional mentors train students in the application of Fundamental Analysis and Security Selection through several lecture/workshop sessions.
About Mr. Gore
Peter H. Gore, CFA, CFP, MBA, is a Cantella & Co. registered principal and independent investment advisor serving the Williamsburg Area. He focuses attention on high net worth clients and their families, and has been in the financial services industry for over 18 years. Prior to this, he was Senior Director of International Operations for Hardee’s Foodservice, Inc. for nine years. He has held several board level positions with both Venture Capital Funds and philanthropic organizations. He obtained his MBA from the University of Notre Dame in 1987, South Bend, IN and his BA in Finance from Stetson University in 1985, Deland, FL. He has earned both the Chartered Financial Analysts and Certified Financial Planner designations.
His current position at William & Mary is Adjunct Professor of Economics and Finance. He jointly teaches and manages SMIF with Professor Jim Haltiner and Professor Gjergji Cici. He has also been the CFA professional mentor representing William & Mary at the CFA’s Global Investment Challenge.