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A Coeducational, College Preparatory School for Ages 3 Through Grade 12
Episcopal School of Dallas
A Coeducational, College Preparatory School for Ages 3 Through Grade 12

NEWS

 

Student-Managed Investment Fund Club Gains Insight and Continues Growth with Expert Help
Posted 02/19/2019 03:00PM

 

Many thanks to Andrew Sinwell for speaking with members of the Oglesby/Allison Student-Managed Investment Fund (SMIF) club today on shorting, or short-selling, stocks and how to choose investments.

For students with a strong interest in finance, ESD's Student-Managed Investment Fund club is a dream come true. Modeled after collegiate programs, students in SMIF are granted the opportunity to manage a small amount of the school's reserve funds for long-term capital expenditures, and meet weekly to make investment decisions and discuss investing and capital markets. The club is supported by alumni and parent volunteers who are experts in the industry. Since the club's inception in 2014, the total return on investment is approximately 30%. 

The hands-on experience and industry knowledge provided to members of the Student-Managed Investment Fund club, just one of 44 clubs in the ESD Upper School, is a unique approach to prepare these students for the real world. Whether or not these students all end up in the field of finance, the leadership skills and experience they received will allow them to excel in many aspects of their lives.

Recently, Edward Oglesby '90, John Oglesby, and Peggy Allison endowed the Oglesby/Allison Student-Managed Investment Fund to ensure it continues in perpetuity. 

Lower School

4344 Colgate Avenue
Dallas, Texas, 75225
214-353-5818

Middle & Upper School

4100 Merrell Road
Dallas, Texas, 75229
214-358-4368

Wolf Run Ranch

located near Anna, Texas

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