Student Managed Investment Fund

Reports

The Student Managed Investment Fund is a sub-portfolio of the overall portfolio of assets managed by the University of South Florida Foundation. The fund is expected to perform in a manner consistent with the performance of a focused equities fund with a time horizon of three to five years. Diversification across all equity markets and/or asset classes is not an objective.

Fund Reports

View annual reports for the Student Managed Investment Fund.

• 2020 Annual Report
  • St. Petersburg
  • Tampa
• View 2019 Annual Report
• View 2018 Annual Report
• View 2017 Annual Report
• View 2016 Annual Report

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Recent Purchases

View the financial reports for some of our most recent purchases.

• Alibaba Group Holding, Limited (BABA)
• OshKosh Corporation (OSK)
• PACCAR (PCAR)
• MarineMax, Inc. (HZO)

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Student Analyst Reports

View the student analyst reports from recent presentations.

• Alaska Air Group (ALK)
• Alibaba Group (BABA)
• Malibu Boats Inc. (MBUU)
• Vistra Energy (VST)

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Recent Exits

View the financial reports for some of our most recent exits.

• Packaging Corporation of America
• Littelfuse, Inc.