Mission Statement

The Southern Utah University Investment Group is a practicum designed to prepare students for careers in finance by providing students with the opportunity to apply what they have learned in the classroom.  Students direct the investments with considerable independence.  Advisors foster an atmosphere of debate, competition, responsibility, and accountability.

Actively Manage Portfolios

One of the principal priorities of this group is to manage both the D.A. Davidson fund and a portion of the SUU Endowment. Investment strategy is discussed and debated at practicum meetings.  Students meet in the Steven Harrop Investment Lab in the early morning hours to debate investment options.  For the DA Davidson Fund, the group was divided into three competing groups, each trading a strategy; growth, value, or momentum.  
 
                                      
The Growth team searches for the next big winner.


The Momentum team works to control risk.


The Value team is having a great quarter.  They are beating the S&P 500 Index!

CFA Research Challenge

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis.  Students work in teams to research and analyze a publicly traded company chosen by the CFA. Each team writes a detailed research report on the company with a buy, sell, or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals. (CFA Research Challenge Website 


The SUU 2020 CFA Research Team finished 4th in Utah.  Congratulations!

Left to Right: Stephen Engst (advisor), Briley Roundy, Daniel Hedgecock (team lead), and Quentin Vavasseur.

Student Managed Investment Fund Consortium (SMIFC)

In 2019, SUU sent a team to Chicago to compete in the annual SMIFC competition held in Chicago.  Teams from universities from all over the country submitted a paper in which they detailed the construction of an equity portfolio.  In the paper portion of the competition, SUU won first place!  Unfortunately, SMIFC 2020 was cancelled due to the pandemic.


From left to right: Quentin Vavasseur, Stephen Engst (advisor), Marin Ward, Briley Roundy, and Natalie Smith.

Career Exploration Trips

Once a year, a career exploration trip will be planned. The goal is to meet with individuals and companies in order to network, learn more about internships and careers, and market themselves to potential employers.
Past years we have visited New York City, Seattle, Portland, and Salt Lake City. We will strategically plan where and with whom we will visit.

Zions Bancorporation with Devin Hughes (SUU '00)

Left to right: Daniel Hedgecock, Cole Einerson, Landon Ross, Jakob Reinhold, Devin Hughes, Conner Andersen, Yuan Xu


Deseret Mutual Benefit Administrators with Colton Dye (SUU '09)

Left to right: Daniel Hedgecock, Colton Dye, Cole Einerson, Yuan Xu, Conner Andersen, Landon Ross


Ensign Peak Advisors with Clint Stone (SUU '02) and Art Hatfield (SUU)

Left to right: Yuan Xu, Daniel Hedgecock, Clint Stone, Cole Einerson, Conner Andersen, Jakob Reinhold, Landon Ross, Art Hatfield