The Minutemen Equity Fund was established in 2008 by Isenberg students who wanted to supplement their classroom education with hands-on learning. With the help and support of alumni and faculty, the Fund secured $25,000 from the UMass Endowment to invest in public companies. The goal of MEF is to provide students practical experience in asset management and research to increase their marketability for internship and full-time roles. Our members generally recruit for positions in Equity Research, Investment Banking, Sales & Trading, Commercial Banking, and Corporate Finance. However, our members come from a variety of majors and have gone on to pursue roles in computer science, engineering, economics, and other fields.  

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Since 2008, the Fund has increased both the number of members involved and the size of its portfolio, achieving the latter through capital appreciation and alumni donations. MEF has also introduced networking trips and workshops with prominent UMass alumni, which take place throughout the semester. Initially, the Fund invested only in ETFs, but has since transitioned to taking long positions in SMID cap equities using a value investment strategy. Over the years, the Minutemen Equity Fund has grown to recruit students of all majors across the University. Today, the portfolio holds over $400,000 in assets under management (AUM), and MEF continues to provide UMass students with invaluable learning and networking opportunities. Please see below for our organization's values.