Student Managed Portfolio
The Student Managed Portfolio (SMP) was established in August 2006 with $1 million of UT Foundation funds, with the first
quarterly presentation to the University of Toledo Foundation Investment Committee
in November 2006.
The investment fund is valued at approximately $4.4 million as of April 2024.
The Student Managed Portfolio invests in large-cap domestic securities within the Russell 1000 Value Index investors
using “bottom-up” fundamental analysis in the style of John Neff. Mr. Neff is an alumnus
of the UToledo College of Business and a generous benefactor of the College, which
has named the John B. and Lillian E. Neff College of Business and Innovation, Department
of Finance and Trading Room. The student team looks primarily at stocks with relatively
low Price/Earnings and Price/Book ratios, strong dividend yield, a superior relationship
of total return to Price/Earnings paid, solid financial statements, and strong long
term growth prospects among other factors. At the end of each quarter, the student
managers present the fund's performance to the Joint University of Toledo/University
of Toledo Foundation Investment Committee.
“The Student Managed Portfolio class has helped tremendously in my career,” noted
Steven R. Plummer, Principal, The Trust Company.
“The incredible knowledge and experience gained from the class gave me a head start
in regards to a career as an investment analyst and portfolio manager. Employers always
commented that they wish such a class existed when they went to college.”