London Business School | Groups


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Description

The Student Investment Fund is a long-only investment fund, designed to by LBS students from the Investment Management Club that show an interest in pursuing careers in the Investment Management industry and want practical experience running a professionally disciplined pool of funds. Funds have been generously donated since inception by both alumni and organisations, and combined with investment growth of over 200%, the assets under management are around £600,000.

Current leadership:
Manager: Tomas Laymuns (MBA 2019)
Lead analyst: Mario Sanz (MIFFT 2018)

 

Goals

  • The SIF was founded upon the following investment policy statement:

    “Provide students with the education in security analysis and portfolio management that can be best gained through actual investing experience. The Fund’s operations will work to further educate students interested in equity valuation and enhance the experience of the average club member, by exposing each student to the investment process and working of a fund.”

  • Scholarship Awards – When the Fund reaches a pre-defined size, it will begin to make annual distributions to a select number of prospective students. The amount of such distributions will be based on a discretionary percentage of the Fund’s normalized 3-year returns, which will be assessed annually by the Investment Committee. Eligible candidates for the awards will be asked to demonstrate interest in some shape or form in investment management. Fund donors will have the opportunity to participate in the selection process.

  • Investment Philosophy

  • The Fund seeks to invest with a long-term horizon, emphasizing a bottom-up portfolio construction and a fundamentally driven research process.

  • The SIF is currently prohibited from investing in bonds, options, private placements, short sales, margin transactions, financial futures, commodities, and other specialised activities and derived securities.