Capital Markets Trading Floor

 

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Practicum in Portfolio Management

The Practicum in Portfolio Management is a hands-on finance course provided through the Fenimore & Fisher College of Business at Oral Roberts University.

The course is offered only to graduate-level students, and enrollment is based on students' qualifications and success in pre-requisite courses.

In this course, students act as the fund managers, utilizing state-of-the-art investment tools such as Bloomberg and FactSet to analyze market trends and choose stocks to add to the portfolio.

 

 

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Student Managed Investment Fund

The student-managed investment fund (SMIF) offers students the ability to invest money and make real-time trades in the stock market. Students evaluate economic and industry data to build a stock portfolio using the Russell 1000 as a benchmark.

 

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Risk and Return Objectives

The goal of the Student Managed Investment Fund (SMIF) is to achieve a long-term risk-adjusted performance superior to that of the Russell 1000 stock index benchmark. Long-term returns are calculated on a 3-5 year basis and include the effect of dividends.

The majority of the fund is comprised of equities which are members of the Russell 1000. The fund has a high risk tolerance consistent with equity markets and the Russell 1000 benchmark.

 

Our Team

The SMIF Portfolio Managers are responsible for maintaining records of the fund, and they generate a final consolidated report at the end of each semester to the Advisory Committee and Oversight Committee.

 

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Dr. Jonathan Wiley

Serving as both Professor and Chair of the Advisory Committee, Dr. Jonathan Wiley facilitates conversations between the student fund managers and industry experts.

Dr. Wiley earned his Ph.D. in Finance from Oklahoma State University.

Portfolio Managers & Reports

Fall 2024 Taylor Alm (Consumer Cyclicals & Consumer Staples); Karla Schleusz (Financials); Rai Sengupta (Technology) Spring 2024 Bryan Bails (Consumer Staples); Noah Cottman (Technology); Danilo Guerra (Financials); Deborah Kyavula (Consumer Cyclicals); Toluwalese Iyelolu (Industrials)

See Report

 

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Accreditation

The Fenimore and Fisher College of Business is accredited by Accreditation Council for Business Schools and Programs. 

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