About the 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 is focused on 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 that 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 Madison Investment Fund
Fueling Investment Performance with Passion and Integrity
Our Strategy
Our objective is to identify investment opportunities in companies with durable competitive advantages, a management team demonstrating disciplined stewardship in capital allocation, and a valuation supporting a margin of safety. As such, our approach mitigates anticipated idiosyncratic risk and reduces portfolio volatility while generating above-market returns.