Tartan Student Fund

The Tartan Student Fund is Carnegie Mellon’s student managed long-equity investment fund with approximately $50k under management. We were generously given this allocation by the CMU endowment, and actively work with the university investment office in managing the portfolio. The fund’s key mission and objective is to teach undergraduate students the fundamental skills and concepts of growth and value investing. We run a series of educational lectures at the beginning of each semester to educate members on skills such as basic accounting, stock ratio analysis, and equity valuation methodologies. In addition, we provide our members with the opportunity to gain investing experience with real capital, preceded by company research, due diligence, and pitches to the entire fund. The TSF is structured into six industry verticals: Consumer Goods, Financial Institutions, Healthcare, Natural Resources/Industrial Goods, Services, and Technology, Media, Telecom. Each industry group is run by a portfolio manager and an assistant portfolio manager, and they work alongside a handful of investment analysts to research and pitch companies in their respective industries. The fund meets as a whole every two weeks to pitch new investment ideas, evaluate our current holdings, and discuss major financial markets news.