About Us

James Madison University students and faculty created the Madison Investment Fund (MIF) in 1999 to provide students with the opportunity to integrate financial theory with the application of real investment strategies. The MIF functions as a money manager for a portion of the James Madison University Endowment.

The Madison Investment Fund is divided into 8 sectors: Consumers, Energy, Financials, Healthcare, Industrials, Technology, ESG, and Portfolio Management. Each sector is composed of 3-7 analysts and a sector manager, with the three largest sectors having an additional associate manager.

Analysts cover specific industries within the sector and then report back to their respective manager with pertinent information about current holdings, individual company research, industry outlooks/trends, and possible buy and sell recommendations for the portfolio.

Managers work to monitor the research of analysts within their sector and enforce compliance with investment objectives and ensure the accuracy of the research. In addition, all members have the ability to work on educational presentations for the members of MIF that cover different aspects of the financial and investment world that are not covered in the classroom but are extremely relevant in the real world.