We are the Guelph Student Investment Council (GSIC), a dynamic team of students working together to manage and generate returns for the fund. Through a unique partnership with Fidelity Investments, we were given $100k to invest in a portfolio, giving us hands-on investing experience without taking on the risk of using our own finances.
The GSIC public bi-weekly meetings consist of presentations that cover full stock reports by equity analysts, sector analysis by portfolio managers and a full economic overview by the asset allocation manager. GSIC is designed to be a collaborative environment with an open dialogue at all meetings in order to develop and maintain the strategic direction of the fund.
We run a concentrated portfolio operating in the small and mid-cap (market cap less than $10 billion) North American market. By focusing a team of diligent analysts on the small/mid-cap market, GSIC aims to uncover stocks that might have previously been undervalued in order to outperform the benchmark index.
The GSIC investment team is comprised of 3 Portfolio Managers,10 Equity Analysts, 1 Asset Allocation Manager and 6 Participating Analysts.
To consistently generate returns greater than our competing index by developing long-term investment excellence; and to foster a positive learning environment where students gain hands-on knowledge and create valuable friendships with other members.
To become Canada's most successful student run investment fund by attracting the best talent, providing valuable experience and developing industry related relationships.
The Guelph Student Investment Council was established in 2015 when the University of Guelph Investment Group (UGIG,) merged with the Economics and Finance Association's University of Guelph Investment Fund.
The University of Guelph Investment Fund began as a subgroup of students within the Economics and Finance Association, for its members to gain valuable experience in investment, research strategies, analysis and macro/micro economics.Prior to this, in the winter of 2014, a separate investment club, The University of Guelph Investment Group (UGIG), established a mandate, hired executives and approached the EFA with a thorough business plan. UGIG had roughly 40 members and 9 executives who participated in meetings, pitched investment ideas and wrote research reports. It was at around this time, EFA members were working together to establish GSIC. In the summer of 2015, the two funds merged.
UGIG's founding members, Zachary Brittain and Brandon Bennett, and the GSIC's founding members, Nicholas Skrypek, Michael Karpenko and Sam Waldman, worked together to establish one single mandate and business plan. The EFA President, Nicholas Andreoli, bridged the two groups and established the partnership between GSIC and EFA. This partnership was essential in order to establish credibility with the University of Guelph School of Business and current commerce students.
Aside from a partnership with the EFA, GSIC has also partnered with University of Guelph professors to establish credible oversight, management and insight into economic trends and analysis.
The Faculty Advisory Board is a governing body that is comprised of a number of University of Guelph professors that provide support to the GSIC with oversight of the hiring process, training sessions, administration, execution authority and general guidance.
GSIC looks to build a tradition of thought leadership, mentorship and education that will allow for continual success and growth for years to come.