Funds

Student Investment Fund Class of 2019:

These 16 individuals took over fund responsibility on April 1, 2018.

Babcock California Fund Global Equity Fund Marshall Fixed Income Fund Provident Growth Fund Trojan Equity Fund

Chang (Chris) Dong

Chae Ri (Rachel) Jung

Matthew Schladen

 

Cheng(Xenia) Atkeisson

Lingli Hua

Ryan Impey

Andrew Tonner

Hyewon (Hannah) Kim

Brett Leavitt

Daniel Li

 

Michael Grossman

Brian Moossaian

Benjamin Salzman

 

Devon Carew

Danny Chow

Erik Martino

 

 

Babcock California Fund (BCF)
The Babcock California Fund was launched in 1987 to focus exclusively on the California economy. Although originally named the California Equity Fund, the fund was renamed in 1995 when Greg Naiman and Britt Doyle, MBA ’90, raised $750,000 from Marshall Alumni and friends for a scholarship in Dr. Guilford C. Babcock’s name. In 2004, the CIS Board of Directors modified the fund’s mandate to focus solely on small cap stocks, only 50% of which, on value basis, must be domiciled in California. In addition to providing the managers with experience in portfolio management, the fund also supports student scholarships.

Fund Overview | Fund Managers

 

Global Equity Fund (GEF)
The Global Equity Fund was made possible by a charitable donation of $750,000 from David Iben (Tradewinds) and his wife, Nancy.  Established in 2011, the fund seeks to take advantage of the growing emerging markets and is focused on all types of international equity, in addition to domestic stocks.

New Global Equity Fund for USC Marshall MBA Students news article (March 2011)

Fund Overview | Fund Managers

 

Marshall Fixed-Income Fund (MFF)
The Marshall Fixed Income Fund was launched in 2004 with a broad mandate to invest across the spectrum of fixed income securities. The fund was made possible with a gift of $200,000 by Robert Rodriguez and First Pacific Advisors, Inc., and also $400,000 in contributions from various donors, as well as $400,000 from capital reallocation within the Student Investment Fund. In addition to providing the managers with experience in portfolio management, the fund also supports student scholarships.

Fund Overview | Fund Managers

 

Provident Growth Fund (PGF)
The Provident Growth Fund (PGF) was established in 1992 to recognize the donation from the Provident Investment Counsel and as an acknowledgment of their continued support for the program.  Prior to 2001, the Fund was managed with a large-cap core/growth strategy.  Since then, the Fund has been managed as a pure mid-cap growth fund in order to provide more diversification across the three equity Student Investment Funds.  This new strategy will be maintained in the future. In addition to providing the managers with experience in portfolio management, the fund also supports student scholarships.

Fund Overview | Fund Managers

 

Trojan Equity Fund (TEF)
Established in the fall of 1986 as the original Student Investment Fund, it was made possible by a $250,000 gift from Provident Investment Counsel, which first provided MBA students at USC with the unique opportunity to experience hands-on money management. In addition to providing the managers with experience in portfolio management, the fund also supports student scholarships.

Fund Overview | Fund Managers