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.