John B. and Lillian E. Neff Department of Finance

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.”


Last Updated: 4/10/24