Wheaton College StudentManaged Investment Fund

  • Financial Services
  • Wheaton IL
  • 7 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
501 College Ave, Wheaton IL
Website
wheatoninvestmentfund.com
Employees
7
Founded in
2001
Industry
Financial Services
More Details

Financials & Stats

Revenue

$10B

More Financials

Who is Wheaton College StudentManaged Investment Fund

Wheaton College Student-Managed Investment Fund is a student organization based in Wheaton, Illinois. Founded in 2001 and restructured in 2015, the Fund is overseen by Wheaton College and manages approximately $270,000 in endowment funding. The organization currently employs seven individuals. Wheaton College Student-Managed Investment Fund operates with a dual focus: educating its members about finance and investing while aiming to outperform the S&P 500. The Fund's training program, stock presentations, and alumni events provide members with valuable insights and experience. The Student-Managed Investment Fund is structured with 40 analysts divided among five portfolios, each led by a portfolio manager. These teams research companies and present investment recommendations to the Fund. The organization also fosters connections between students and alumni through meetings and events, providing mentorship and networking opportunities. Interested students can learn more about the Wheaton College Student-Managed Investment Fund and explore membership opportunities on their website at wheatoninvestmentfund.com.

Company Leadership

Luke Bothun

Co-President

Phone Email

Companies Similar to Wheaton College StudentManaged Investment Fund

Analyze industry trends and opportunities by examining competitors and companies comparable to Wheaton College StudentManaged Investment Fund, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M 35 Dallas, TX 1961
10M 23 San Francisco, CA
10M 1 Miami Beach, FL
10M 7 Burr Ridge, IL 2012
10M 1 Cheyenne, WY 1953
View More Companies

FAQ

What is the location of Wheaton College StudentManaged Investment Fund's headquarters?
The headquarters of Wheaton College StudentManaged Investment Fund are situated at 501 College Ave, Wheaton IL
What is Wheaton College StudentManaged Investment Fund's official website?
The official website of Wheaton College StudentManaged Investment Fund can be found at wheatoninvestmentfund.com.
What is Wheaton College StudentManaged Investment Fund's current revenue?
As of February 2019, Wheaton College StudentManaged Investment Fund's annual revenue reached $10B.
How many employees does Wheaton College StudentManaged Investment Fund currently have?
Wheaton College StudentManaged Investment Fund employs approximately 7+ people as of February 2019
Which industries is Wheaton College StudentManaged Investment Fund primarily operating in?
Wheaton College StudentManaged Investment Fund operates in the following industries: Finance, Credit
Who is the Co-President of Wheaton College StudentManaged Investment Fund?
Wheaton College StudentManaged Investment Fund's Co-President is Luke Bothun
When was Wheaton College StudentManaged Investment Fund founded?
Wheaton College StudentManaged Investment Fund was founded in 2001.

Employee Directory

Key Employees

Zachary Orange

President

Phone Email

Andrew Swierenga

Vice President of Trading

Phone Email