The Holy Cross Student Investment Fund Wins First Prize

On March 28, 2019 the Holy Cross Student Investment Fund competed in the  UMASS Minuteman Equity Fund.  With twelve teams competing, including MIT, Harvard, Columbia, Georgetown, Penn State, UConn, Northeastern and Babson, Holy Cross won $3,000 for first prize!  Four students (pictured below) pitched CVS. Congratulations!

HC Student Investment Fund Left to right: Hayden Ivatts ‘21, Jack Boyd ‘21, Jack McConville ‘20, Hannah Callaghan ‘20

The HC Student Investment Club, now in its second year through the Ciocca Center for Business, Ethics, and Society, is a group of 37 students from all class years and majors.  After a competitive application process, students work in teams to gain experience in the fields of asset valuation, equity research and portfolio management with the Bloomberg Terminal on campus.  The students work closely with alumni and have scheduled site visits in NYC and Boston, MA.

“On our recent trip to New York, we showcased this feat and the work of our club to key alumni in the financial services industry.” comments Jack Boyd ’21. “There, the Industrials and Technology Group showcased their pitch-decks on United Rentals (URI) and Square, (SQ) respectively. The rigor and quality of these presentations were amplified with the use of our Bloomberg Terminal and strengthened after weeks of hard work within their coverage groups.”

Thanks for reading! Cassie

Cassie Gevry, Associate Director of Student Engagement
Ciocca Center for Business, Ethics, and Society