College of Business and Innovation

Student Managed Portfolio (SMP)


Support Services

Contact Us

Dean's Office
5017 Stranahan Hall
419.530.7744 (Fax)
Student Services
3130 Savage & Associates Business Complex
419.530.5353 (Fax)

Student Managed Portfolio

The Student Managed Portfolio invests in large-cap domestic securities within the S&P 500 and Russell Value 1000 Indices. Our investing philosophy is derived from the College of Business and Innovation's own John B. Neff. He practiced value investing using “bottom-up” fundamental analysis. We look primarily at stocks with relatively low Price/Earnings and Price/Book ratios, strong dividend yield, superior relationship of total return to Price/Earnings paid, solid financial statements, and strong long term growth prospects among other factors. The fund's investment policy statement outlines the parameters that we must adhere to. At the end of each quarter we are held accountable as fund managers to present our performance to the Joint University of Toledo/University of Toledo Foundation Investment Committee.
Last Updated: 4/25/17