Ross School of Business
Michigan's Premier Student Managed Investment Fund
Assets Under Management
Assets Under Management
Responsible for managing over $700,000 on behalf of the University of Michigan's endowment
Action-Based Learning
Action-Based Learning
Our platform allows MBA and BBA students to apply the concepts of asset valuation, equity research and portfolio management in the real world
Pathway to Wall Street
Pathway to Wall Street
Our alumni remain actively engaged with the Fund, connecting members with successful financial service professionals
Fund Overview

Managing the Maize and Blue Fund is an opportunity for students to develop action-based investing skills by assisting in managing a long equity portfolio that is a part of the University of Michigan Endowment. Students typically spend at least two years involved in the management of the fund, working in teams to evaluate current holdings and propose investments to add to the fund.

Investment Style

The Fund focuses its efforts on identifying undervalued US equity securities for long-term investment by leveraging industry research, financial statement analysis and valuation analyses, including discounted cash flow modeling, comparable companies and precedent transactions. The Fund uses the S&P MidCap 400 Index as a performance benchmark, giving the Fund an inherent bias towards investment in public companies with a market capitalization between $2 and $10 billion.