This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

How Ohio State Fund Invests Its $24 Million

With a portfolio currently valued at about $24 million, Ohio State University's Student Investment Management (SIM) program prepares undergraduates and graduates for the investment world by putting them in charge of the largest student-run fund on the planet. Here's a look at how this group steers such a large ship.

SIM Quick Facts
  • Established: 1990
  • Membership: Approximately 30 each academic quarter
  • Application process: Students sign up as they would for any other class
  • Money under management: $24.3 million (approximate current value)
  • Portfolio/fund type: One stock portfolio, currently with 27 holdings
  • Benchmark: S&P 500 Index (SPX)
  • Time-horizon/style: Long-term, value

Now entering its 18th year, the SIM program at Ohio State's Fisher College of Business started in February 1990 with $5 million of the university's endowment. "No doubt about it, they're the very top in size, and they have been since their creation. The other schools are still catching up," says Dr. Edward Lawrence, a professor of finance at the University of Missouri who is conducting a survey of the world's student-run investment funds. (According to Lawrence, depending on daily fluctuations in portfolio valuation, the University of Minnesota's student-run fund could potentially tie the size of Ohio State's SIM fund.)

Structured like a class, SIM students become analysts for the portfolio and are each assigned to monitor a particular stock held by SIM. Groups of students that follow similar stock holdings team up to follow whole sectors . At the end of each academic quarter, students have to make a buy, sell or hold recommendation about their stock. That recommendation is then voted on by the entire SIM group.

Unlike many student-managed funds that require a rigorous application process, signing up for Ohio State's SIM program is relatively simple. Matt Falk, SIM's Graduate Associate explains: "There's obviously limited seating, but really it just comes down to registering for it like any other class. There is one basic finance prerequisite [a fundamental course in security markets and investments], but some undergrad students come into the class having no stock experience, while we may have graduate students that come in who are CFA [Chartered Financial Analyst] members." Falk adds that this knowledge gap is part of the reason SIM only trades once at the end of the quarter, when everyone in the group is up to speed on the investing game.
1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
SFI $0.00 0.00%
AMX $17.70 4.73%
BTU $19.72 8.71%
HPQ $27.18 4.26%
TEVA $58.39 -2.78%


Chart of I:DJI
DOW 16,776.43 +304.06 1.85%
S&P 500 1,987.05 +35.69 1.83%
NASDAQ 4,781.2640 +73.4890 1.56%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs