The portfolio finished with a total return of 5.88% YTD, outperforming the benchmark by 3.00%. The portfolio has 35 holdings, $90,677.72...

For February 2021, the portfolio finished 1.32% in excess of the benchmark YTD, with a total of $87,871.34 AUM, and an average market cap...

For January 2021, the portfolio finished 1.15% in excess of the benchmark YTD, with a total of $86,112.92 AUM, and an average market cap of

We are proud to announce C al Poly Pomona’s Student Managed Investment Fund’s (SMIF) placed FIRST in the Fall 2021 CFA Society Orange...