Browsing by Author "McCown, Jacob"
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Item Developing Long-Term Strategies And Policies For The Student Managed Investment Group: Lessons Learned From Over A Decade Of Running The Group(2019-08-03) Chan, K. Caleb; Lewis, Randall; McCown, JacobThis paper documents the lessons learned from more than a decade of running the Student Managed Investment Group (SMIG) at Spring Arbor University and how other institutions of higher education and the like (e.g., high school investment clubs) can perpetuate these lessons to start and grow their own funds. The authors assembled a simulated portfolio of 25 stocks to determine if their returns exceed that of S&P 500 Index for a 10-year period (2009-2018). The study provided partial support that existing strategies should be continued to sustain the fund moving forward.