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The ³Ô¹ÏÍø Graduate Student Investment Fund (LGSIF) is an investment fund for graduate students at ³Ô¹ÏÍø. The daily operation of this fund will be supervised by faculty members and governed by ³Ô¹ÏÍø policies.

Please see our to learn more about how to become involved with the LGSIF.

Strategy

LGSIF is a value-oriented investment fund on small cap stocks. The investment decisions are based on thorough fundamental analysis.

History

In the fall of 2016, a group of six Master of Finance students came up with the idea to create a graduate student investment fund to gain hands-on experience in making investment decisions and managing a fund. A partnership was created with the university and faculty members and the ³Ô¹ÏÍø Graduate Student Investment Fund was created. The six founding members raised $17,852 seed investment capital. The dean of the Lazaridis School of Business and Economics provided additional $15,000 capital for the fund.

University Partners

Faculty Advisor

• Ning (Tony) Tang

Faculty Advisory Board Members

• Si Li
• William McNally
• Fabricio Perez
• Brian Smith

Alumni Advisory Board Members

• Benny Le, associate portfolio manager, Alberta Investment Management Corporation (AIMCo)
• Harrison Nie, manager, Trading Floor Risk Management, Scotiabank
• Shane Obata, executive director, Investments and Portfolio Manager, Middlefield Capital Corp
• Hamir Patel, director, Equity Research-Paper and Forest Products, CIBC Capital Markets
• Anthony Tavella, head of Exchange Traded Funds, Middlefield Group Middlefield Capital Corp
• Dylan Hsu, principal, Ontario Teachers' Pension Plan