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SMIPO President Reports on Portfolio Performance, Game III Forum, and Upcoming Year

Radford University’s Student Managed Investment Portfolio Organization, or SMIPO, has done very well this past year. From June 2012 to June 2013, our Return on Investment was 21.34%. With the American Economy continuing to grow and the unemployment rate slowly declining, SMIPO analysts are confident on another great year.

In April 2013, then-President Jennifer Kelly, led a team of SMIPO leaders and analysts to New York City to attend the Quinnipiac Global Asset Management Education (G.A.M.E III) Forum. The Students had opportunities to hear from and network with some of the financial sector’s top leaders and receive demonstrations of the high-tech financial tools that firms use in day-to-day operations. Kelly was joined by then-Vice President of Investments Anthony Helms, Senior Analyst Jena Vucelich, incoming President Joshua Eggleston, and incoming Vice President of Operations Jonathan Matzke.

President Joshua Eggleston and his team have been working on goals for the upcoming academic year. Eggleston plans to focus on increasing training, implementing a new recruiting plan to attract new members, and explore ways to expand the portfolio’s investment opportunities. However, his main goal for SMIPO this year is to hit $1 million dollars.

At of the close of the US Markets on June 28th, SMIPO’s Small-to-Mid Cap Value Fund Portfolio was valued at over $917,000. SMIPO asset is an important component of the Radford University Foundation's Investment Pool.

- Submitted by Joshua Eggleston

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SMIPO members visit New York City

Left to right: Daren Colaiacovo, Jena Vucelich, Jennifer Kelly, Joshua Eggleston, Anthony Helms, Jonathan Matzke, and Dr. Steven Beach.

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