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Record-Breaking Success: UTulsa's Student Investment Fund Tops $9.3 Million

The Student Investment Fund at the University of Tulsa has reached an unprecedented milestone, surpassing $9.3 million in assets as of December 2025. This ambitious project, which involves both undergraduate and graduate students, offers a hands-on opportunity for them to manage a real investment portfolio. Structured similarly to a professional investment firm, this fund was established with the support of the Friends of Finance organization at UTulsa, making it possible for students to gain invaluable experience in financial management.

A Unique Learning Opportunity

The fund began its journey in 1998 with an initial seed of nearly $400,000, complemented by $1.6 million in donations over the following years. Through their management, students have not only retained the original investment but have also significantly increased the fund's current value. Tally Ferguson, who oversees the program as associate dean and faculty adviser, emphasized that the experience is far more than theoretical exercises: "Every trade executed within this fund was made by students educated right here in the Collins College of Business."

During their time managing this fund, students divide into specialized teams focusing on various aspects such as macroeconomics, portfolio accounting, risk management, and operations. This arrangement allows them to debate and decide on sector allocations, perform analyses, and present their recommendations. Nick Elliott, a senior majoring in applied mathematics, noted, "Every choice matters. One percent of nine million remains a significant amount of money. It’s fascinating observing the depth of learning involved in each decision-making process.”

Bridging Disciplines and Fostering Growth

The Student Investment Fund not only teaches students financial principles but also allows them to explore how their diverse fields of study intersect with finance. Jonathan Lee, a computer science junior expressed: "I have a passion for quantitative finance; this program exemplifies the merger of computer science and finance. Even those outside the finance major find an outstanding opportunity to learn from classmates and gain financial management insights.”

Apart from giving students hands-on experience, the fund has also played a beneficial role in funding scholarships. Since its inception, more than $1 million has been awarded to business students, all funded through the returns on investments made by the very students involved in the fund management. Ferguson described the program's dual benefit: "Many of our analysts are Friends of Finance scholars, receiving aid from the very investments they’re responsible for nurturing.”

Preparing Future Leaders

Through this initiative, students cultivate skills that will serve them well in the job market. Ferguson emphasized the significance of practical experience by stating: "One of the best preparations for entering the workforce is to gain relevant experience before graduating. The ability to manage a substantial fund like this helps position students competitively in the financial sector.”

The Student Investment Fund is a testament to UTulsa’s commitment to providing students with opportunities that blend academic theory with real-world applications, equipping them with the skills necessary to succeed in today’s competitive financial landscape. As they continue to exceed expectations, both the faculty and the students look forward to what the future holds for this exceptional program.

In conclusion, the success of the Student Investment Fund reaffirms the value of integrating education and practical experience. By empowering students to manage substantial assets, the University of Tulsa has paved the way for future financial leaders, nurturing their passion and expertise in finance.