Fund Overview

The York University Student Investment Fund (“YUSIF”) was founded in 2004 as an initiative of the York Finance Club (“YFC”), the largest finance club at York University.

From 2004 to 2013, the YUSIF team managed an equity portfolio funded by York Finance Club member contributions. Then in 2016, YUSIF was re-launched as an endowment managed by students, and supported by York University and alumni. With many thanks to our generous donors, YUSIF raised $75,000 of seed capital. The Founding Members of YUSIF include the following donors: Patrick Lavelle; George Engman, MBA ’80; Knowledge First Foundation; CIBC Mellon; and S&P Global Market Intelligence. S&P Global Market Intelligence has been a long-standing and loyal supporter of YUSIF. As part of its continuing investment, S&P Global Market Intelligence will enhance the student learning experience by providing the YUSIF student team with full access to its robust S&P Capital IQ Platform. CIBC Mellon will donate custody services to the fund, including access to the company’s Workbench investment information delivery platform.

Fund Structure

The YUSIF team is comprised of six industry teams with one Senior Analyst and up to three Junior Analysts. Industry teams are overseen by the executive committee, which is composed of our Senior Chief Investment Strategist, Junior Chief Investment Strategist, and Portfolio Managers.

Each industry team is tasked with following both the general macroeconomic trends upon which to build a foundation of the economic landscape as it pertains to their industry, as well as being directed to have a comprehensive understanding of their specific industry trends. Based off of their analysis of industry trends and macroeconomic factors, the industry team is asked to suggest securities that YUSIF should take a long position in. Each team then prepares and presents their stock picks at the YUSIF Stock Pitch events. Then, the Chief Investment Strategists, Portfolio Managers, and Governing Council make the final investing decisions.

Industry Teams

Industrials

Yield

Financial Institutions

Consumer & Retail

TMT & Healthcare

Natural Resources

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