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Mucci Capital Markets Lab

Merrimack Investment Fund

Apply Now: Join Next Year’s Fund

Merrimack Investment Fund Application for 2018-19
Deadline: Wednesday, April 25th

The Merrimack Investment Fund is a student organization responsible for managing an equity portfolio. Participation in the Fund gives students the opportunity to develop investment research skills and gain portfolio management experience — highly sought-after skills in the investment industry.

The Fund gives highly-motivated Merrimack students, who have an interest in finance and investments, hands-on experience making real investment decisions to manage a portfolio. The students use Bloomberg and other tools/resources available in the Mucci Capital Markets Lab to conduct appropriate fundamental and quantitative analysis to prepare their investment decisions. The Fund is open to students from all majors and provides 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 19 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. 

Mission Statement

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