Welcome to the UTSC Student Managed Fund.
The SMF strives to engage BBA students in an experiential learning environment that bridges the gap between the academic theory of finance and industry practice, while enhancing recruitment opportunities. Students are able to gain experience managing an investment fund, participating in all stages of the investment process, from research and security election, to trading, reporting, and compliance.
“I am both proud and grateful for the tremendous efforts and dedication each portfolio team has contributed.”
— Sara Bhalla, President 2023-2024
Resources
Annual Reports
The research and investing activities for every year in SMF are summarized in the Annual Reports. Get to know our team and investment philosophy. View the overall fund performance, segment performance, and individual stock analysis.
AGM & Stock Pitches
Every semester each team in the SMF crafts a stock pitch for their perspective team (Diversified Industrials, Infrastructure & Renewables, Natural Resources and Technology, Media, and Telecoms / Financial Institutions Group), and present them to our Board of Directors, followed by a Q&A session. AGMs are also hosted every year to get an exclusive look into the fund’s performance, strategies, and portfolio management process.
The BRIDGE
The BRIDGE is a multi-purpose academic space that spans teaching, study, research, and experiential learning for business, finance, and entrepreneurship. Some useful resources provided to our students include access to an advanced computer lab with specialized data tools and research databases such as Bloomberg terminals, Capital IQ, Power BI, Tableau, and many more.