The Eberhardt School of Business offers a two-term class for undergraduate business students called the Eberhardt Student Investment Fund (SIF). Students are selected through a formal application process and have the ability to manage an investment portfolio currently approaching $4 million dollars. 

Faculty Advisor, Student Investment Fund
Benjamin Carlston, PhD
Associate Professor of Finance
Email: bcarlston@pacific.edu
PH: 209.946.2630

Student Investment Fund

Only 2% of business schools worldwide operate a student investment fund. In the Eberhardt SIF, students do research and evaluation, write reports, and make choices regarding where and how to invest the fund's money. This is not a virtual investment or portfolio; this is real money and real investments.

Eberhardt students learn how to thoroughly analyze potential investments using the same financial techniques professional investors use. In addition, students learn the finer points of portfolio management by taking responsibility for individual S&P500 sectors and analyzing allocations and how they fit within the greater portfolio.

 

Giving Back

The Eberhardt SIF also teaches our students the importance of sharing their success with others. Each year, a percentage of the fund's net assets are distributed back to the University of the Pacific to support the mission and activities of the University. To date, the Eberhardt SIF has returned almost $1,000,000 to the University.

History

Established in 2007 with a generous $1,000,000 gift from Bank of Stockton CEO, Douglass Eberhardt, the University of the Pacific Student Investment Fund's major goal is to offer dynamic undergraduate and graduate students the opportunity to gain exposure to the world of investing.

From its inception, the Student Investment Fund has outperformed both the Russell Midcap Index benchmark and S&P 500. The fact that students invest real money means their work produces real results, which is a tremendously satisfying and a very unique experience.

Experiential Learning

Students learn how to thoroughly analyze potential investments using the same financial techniques professional investors use. In addition, students learn the finer points of portfolio management by taking responsibility for individual S&P500 sectors and analyzing allocations and how they fit within the greater portfolio.

SIF in NYC
Student Investment Fund Group Photo - Fall 2021
Members

In addition to classwork, members have the opportunity to speak directly with industry professionals and travel to visit financial institutions in the area. Throughout the semester, SIF hosts guest speakers including CFA charter holders, fund managers, and other professionals from both the private and public sectors that provide their valuable personal insight into the investment industry and share their paths to how they got where they are today. Field trips to places such as the Pacific Exchange in San Francisco and to other local student investment organizations expose members to the greater investment community.

CEO and Financial & REITs Sector Analyst
Bernice Yu

Bernice is a senior studying finance and international business. She is currently the CEO and the Financial and REITs sector analyst of the fund. She was the Consumer Discretionary sector analyst last semester.

Bernice Yu
Nathan Auyoung
CIO and Healthcare sector analyst
Nathan Auyoung

Nathan is a senior concentrating in finance. He is currently the CIO and Healthcare sector analyst for the fund. He was the Technology sector analyst last semester.

COO and Technology Sector Analyst
Kunyu Chen

Kunyu is a senior studying finance and HR management. He is currently the COO and the Technology sector analyst of the fund. He was the Healthcare sector analyst last semester.

Kunyu Chen
Felipe Castillo
Portfolio Manager and Energy Sector Analyst
Felipe Castillo

Felipe is a senior studying finance. He is currently the portfolio manager and Energy sector analyst of the fund.

Economist and Healthcare sector analyst
Benjamin Nemivant

Ben is a senior studying finance. He is the economist and is also the Healthcare sector analyst of the fund.

Benjamin Nemivant
Liam Egan
economist and Financial and REITs sector analyst
Liam Egan

Liam is a junior studying finance. He is currently the economist and the Financial and REITs sector analyst of the fund.

Materials Sector Analyst
Jack Martin

Jack is a senior studying finance. He is currently part of the recruiting team for SIF and is the current analyst for the Materials sector.

Jack Martin
Guadalupe Mesa
Consumer Discretionary Sector Analyst
Guadalupe Mesa

Guadalupe is a senior studying Management and HR. She is currently in the recruiting team and also the Consumer Discretionary sector analyst of the fund.

Communications Sector Analyst
Shumesa Mohsin

Shumesa Mohsin is a senior studying entrepreneurship and marketing. She is currently overseeing the SIF social media accounts and also serving as a sector analyst for the communications sector of the fund. 

Shumesa Mohsin
 Sahila Shah
Industrials Sector Analyst
Sahila Shah

Sahila is a junior studying marketing. She is currently an administrator and also serving as a sector analyst for the industrials sector.

Consumer Staples and Consumer Discretionary sector analyst
Nikki Lee

Nikki is a senior studying finance. She is currently the operations assistant and the Consumer Staples and Consumer Discretionary sector analyst of the fund.

Nikki Lee