Laurier Graduate Student Investment Fund

The Laurier Graduate Student Investment Fund (LGSIF) is an investment fund for graduate students at Wilfrid Laurier University. The daily operation of this fund will be supervised by faculty members and governed by Laurier policies.

Please see our meeting schedules and memberships page to learn more about how to become involved with the LGSIF.

Strategy

LGSIF is a value-oriented investment fund on small cap stocks. The investment decisions are based on thorough fundamental analysis.

History

In the fall of 2016, a group of six Master of Finance students came up with the idea to create a graduate student investment fund to gain hands-on experience in making investment decisions and managing a fund. A partnership was created with the university and faculty members and the Laurier Graduate Student Investment Fund was created. The six founding members raised $17,852 seed investment capital. The dean of the Lazaridis School of Business and Economics provided additional $15,000 capital for the fund.

University Partners

Faculty Advisor

• Ning (Tony) Tang

Faculty Advisory Board Members

• Si Li
• William McNally
• Fabricio Perez
• Brian Smith

Alumni Advisory Board Members

• Benny Le, associate portfolio manager, Alberta Investment Management Corporation (AIMCo)
• Harrison Nie, manager, Trading Floor Risk Management, Scotiabank
• Shane Obata, executive director, Investments and Portfolio Manager, Middlefield Capital Corp
• Hamir Patel, director, Equity Research-Paper and Forest Products, CIBC Capital Markets
• Anthony Tavella, head of Exchange Traded Funds, Middlefield Group Middlefield Capital Corp
• Dylan Hsu, principal, Ontario Teachers' Pension Plan