ABOUT

The York University Student Investment Fund (YUSIF) is York University’s largest student investment club. The fund provides students the opportunity to gain portfolio management and investing experience by managing real capital.

THE FUND

YUSIF was launched in 2016 with $60,000 of seed capital. Since then, the fund has grown to become a $260,000 endowment fund managed by 24 students across all faculties at York University, including the Schulich School of Business.

The fund is constructed around equities, managed from September through April. Capital gains generated by YUSIF are reinvested into the portfolio.

Timeline

alumni & advisory board

Our analysts graduate to secure careers within the financial services industry and give back to the fund by serving as members of the YUSIF alumni or advisory board:

“Schulich is proud to play a role in developing this tremendous opportunity for undergraduate students to learn about the risks and rewards of asset management. We thank our generous alumni, friends, and the committed students making possible this real-time introduction to the exciting world of capital markets.”

— Schulich Dean Dezsö J. Horváth (retired)

“YUSIF allows students the important opportunity to manage real-life risks with real capital, an experience you simply cannot replicate with a simulated portfolio. Through our investment process, we provide students with the analytical, communication, and critical thinking skills necessary to succeed in the competitive field of finance.”

— Matt Kleffman, B.A. 2016, Former YUSIF Portfolio Manager, Ashler Capital

“As a Schulich alumnus, I am proud to help support this initiative to mentor and train the best and brightest of tomorrow’s analysts, preparing them to pursue jobs within the investment industry. I have been impressed by the caliber and enthusiasm of students I have worked with during the development of YUSIF.”

— George Engman, MBA ’80, SVP (retired), Alberta Investment Management Corporation

past portfolio managers

2015-2016

2021-2022:

2016-2017:

2022-2023

2017-2018:

2023-2024

2018-2019:

2019-2020

2020-2021:

YUSIF EVENTS

Outside of weekly analyst meetings, YUSIF hosts monthly events which include technical workshops, speaker series, or coverage group presentations from analysts. In addition, YUSIF hosts a formal stock pitch at the end of each semester in downtown Toronto. Students are invited to watch analysts pitch their investment ideas to the YUSIF alumni, Advisory Board, and a group of accredited investors.