Contact Cathy Duffy, Ed.D., Associate Professor
Phone: (802) 865-8445
In January 2017, Champlain College launched its Student Managed Investment Fund (SMIF) to provide Finance majors with hands-on career-relevant experiences in managing investment portfolios. The SMIF is comprised of a portion of the College's endowment, which is dedicated to providing these students with the opportunity to conduct equity research and actively manage investments.
Under the guidance of faculty advisors and investment professionals, students in the Finance Capstone course work together as a team to manage the fund, conduct fundamental equity analysis and research, and actively manage investments. The students conduct research in the Finance Investments Office, computer labs and on their own computers using FactSet to assist in their equity analysis.
For the SMIF, students focus on investing in good companies with favorable pricing. Finance students have invested into such companies as American Tower, Carnival Corp., Microsoft, NVIDIA, Omnicell, Sysco, Unitedhealth Group, Visa and more. Champlain College's SMIF has outperformed the S&P500 since inception while maintaining relatively low risk profile.
“It's always great when you get to apply your education to a real life situation-and it's even more satisfying when the thing you're doing is the culmination of four-years of hard work.”
“My leadership, presentation and teamwork skills have continued to strengthen over the past couple months from these opportunities. This experience will help me to apply my analytical skills and business acumen to be successful in the financial services industry.”
“I have enjoyed getting to know my classmates well and getting to share this learning with them. It has been a growing process for all of us, having learned from our professor and each other.”
“I know that this class has been a great way to start bridging the gap between academic and professional level work.”