Merrimack Investment Fund

Manage a Portfolio

Open to all majors, the Merrimack Investment Fund is a student organization responsible for managing an equity portfolio.

merrimack investment fund

Our Mission

The Merrimack Investment Fund seeks to provide long-term capital appreciation while offering a chance for motivated students to experience first-hand investment decisions that will be transferable to real-life applications.

What You’ll Learn

Participation in the Fund gives you the opportunity to develop investment research skills and gain portfolio management experience – highly sought-after skills in the investment industry.

As a member of the organization you will:

  • Get hands-on experience making real investment decisions to manage a portfolio.
  • Use Bloomberg and other tools/resources available in the Mucci Capital Markets Lab to conduct appropriate fundamental and quantitative analysis to prepare your investment decisions.
  • Gain experience working in a team environment to make group decisions.

Research Tools/Methods

Bloomberg – Delivers business and markets news, including real-time financial data, trading news, and analyst coverage through the 24 Bloomberg terminals located in the Mucci Capital Markets Lab.

Morningstar – Provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data.

S&P Capital IQ – Provides data on public and private companies, investment firms, capital transactions, and people. Offers sophisticated tools for complex financial statement analysis, comparables analysis, financial modeling, sector analysis, and charting.

Club Presidents

Faculty Advisor