GSIF students working in the Capital Markets Lab

Applications for the Gator Student Investment Fund are opened at the beginning of each academic semester. Applicants in their first or second year of study are generally preferred. Most members are Finance, Accounting, and Economics majors with an interest in the Master of Science in Finance (MSF) program.

We are now accepting applications for the Spring 2022 semester of the Gator Student Investment Fund. GSIF gives students an incredible opportunity to apply classroom finance concepts to real world investing with more than a million dollars on the line. Selected students will join sectors to find and pitch undervalued equities, develop comprehensive investment reports, and most importantly develop a sense of camaraderie and mentorship within the fund.

The application process is very selective to ensure new analysts can be trusted to meet the fund’s high expectations. Interested students will follow the three-step process below:

1) Attend the Information Session

At the beginning of each semester, the fund holds an information session for interested students where additional detail is provided on the organization’s structure, investment philosophy, and application process. This will also give you the opportunity to meet the Portfolio Managers who review your application. Although attendance isn’t required, it is recommended.

The Spring 2022 Information Session will be Tuesday, January 11th at 6:00 PM in Hough 140. There will be ~70 seats available for students who have registered for the info session.

There will also be a Stock pitch Preparation Session on Thursday, January 13th at 6:00 PM in Hough 140. The session will give pointers and instructions on how to best complete the Stock Pitch portion of the GSIF Application.

2) Submit Your Application and Stock Pitch

To apply to GSIF, click the button above to submit some basic info, your resume, and a two-to-three-page stock pitch (note: please do not submit a longer pitch as it not fair to other applicants, and we will not review it.)

The stock pitch is the most critical element of your application because it allows you to demonstrate creativity, analytical ability, and passion for the stock market and long-term investing. In order to be effective, make sure your pitch includes and focuses on an original thesis that explains why a stock is undervalued and what factors will prompt the stock to rise to its “fair value”. The focus should be more about the qualitative story of the investment thesis backed by well thought-out, supporting research and logic rather than what a model calculates. Make sure the stock you select is a U.S. Listed company with a market-cap greater than $250 Million.

In order to truly stand out as an applicant, try to shy away from pitching mega-cap names like Apple or Amazon, or newfangled SPACs (since it’s hard to make a case they are undervalued). Instead, try to find a company with a compelling story (even a comeback story), and make sure to explain why you think the company is trading at a discount at its current price.

We are not expecting a plethora of technical knowledge in your stock pitch. We simply want to see whether you can concisely and effectively explain why you think a company is undervalued based on sound, fundamental reasons.

Please do not feel obligated to submit a DCF; the purpose of the application is to see your thought process, not to judge how nice your formatting is in Excel. Nonetheless, if you do feel like submitting a DCF with your application, please email your file to us.

Furthermore, if you encounter any technical issues in the submission of your application, please don’t hesitate to contact us.

The application for the Spring 2022 semester will close on January 24th at 6:00 PM EST. Any application submitted after the deadline will not be accepted.

Risk Team Application

The Risk Team is looking to add 1-2 new members in the Spring 2022 semester. Only newly admitted or existing GSIF members may apply to the risk team. Upon receiving admission to the fund, interested candidates are encouraged to email and state their interest in joining the Risk Team. Applicants are expected to demonstrate a strong grasp of basic statistics and proficiency in either Microsoft Excel or programming, preferably in Python.

3) Interviews with the Portfolio Managers

After reviewing the initial pool of applicants, the Portfolio Managers will extend interview opportunities to a select group of students.

These 20-minute interviews enable us to learn more about you, your pitch, and your passion for the markets. The interview behavioral and technical components, and their level of difficulty is appropriately scaled to reflect your experience (for example, if you submit a DCF, we will ask you about it). These interviews will be the basis for final decisions on the new analyst class. Email the PM’s with any questions.

What does GSIF look for in potential applicants?

  • Love for the Financial Markets & Investing
  • Team Player Attitude with a Desire to Learn
  • Ability to Articulate Ideas Persuasively
  • Creative and Thoughtful Stock Pitch