ABOUT US

We are a long-only, student-run value investment fund focused on providing members practical experience to pursue careers in Investment Banking, Sales, Trading, Equity/Credit Research, and more.

Our Story

The Minutemen Equity Fund was established in 2007 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.  

Since 2007, 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.

 

EDUCATION

PRACTICAL EDUCATION

Provide the tools and resources necessary to educate our members on financial concepts needed for internship and fulltime opportunities

  • Gain a fundamental understanding of the equity and fixed income markets

  • Micro and Macroeconomic industry analysis 

  • Valuation techniques

  • Professor Speaker Series

RESEARCH

HANDS-ON RESEARCH

Develop an investor mindset to create and pitch investment theses to the fund and support our SMID cap value  investment strategy

  • Identify investment opportunities

  • Create and pitch investment rationales

  • Develop equity reports and slide decks used by Portfolio Manager 

  • Financial modeling  

  • Bloomberg terminal training

CAREER

CAREER DEVELOPMENT

Connect members with professionals and alumni in every field of finance. Our dedicated alumni network dates back to 2007 and grows with each year

  • Learn about popular and competitive careers in finance

  • Alumni Mentorship Program

  • Receive advice from networking contacts and connections

  • Alumni Speaker Series 

  • Mock interviews and internship preparation

 

Alumni Achievement

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Note: This is not a comprehensive list of our placements, but is just a snapshot. All of these represent placement immediately following graduation. For an in-depth list,