Madison Investment Fund

The Madison Investment Fund (MIF) is a student-led investment fund at James Madison University and serves as an outside money manager to the James Madison University Foundation. The Fund was established in 1999 with the focus of providing students with a real world, professional forum to learn the fundamentals of investments and basics of financial theory, while fulfilling the fiduciary duties associated with diligent portfolio management. The Fund has a dual purpose to not only serve as a portfolio manager, but also provide the College of Business at JMU with an invaluable educational opportunity for students who are passionate about investing and the financial markets. Together, the Fund’s Management Committee and faculty advisory are focused on key objectives that include: fulfilling the Fund’s fiduciary duty, enhancing educational opportunities, broadening financial knowledge, developing core values and professional skill sets, introducing possible career paths, connecting members and alumni, promoting citizenship and philanthropy, and optimizing the MIF experiences. The Fund is divided into 6 coverage sectors, a portfolio management group, an economic analysis group, and the Madison Sustainability Fund. Each sector is led by a portfolio manager, and our larger sectors have the addition of an associate portfolio manager. MIF’s management team is comprised of our President, portfolio managers, and associate managers.