USC SealTROJAN SMIFUSC Marshall · MSF
About

A real fund, run by
Marshall MSF students.

Founded in Fall 2025, Trojan SMIF is an MSF-exclusive investment organization operating under the USC Marshall School of Business. We give students the practice, discipline, and governance of a professional asset manager — at the scale of a student portfolio.

Mission

Build investors, not watchers.

We develop Marshall MSF students into disciplined investors through fundamental analysis, quantitative methods, and formal risk management — then send them into asset management, IB, and investment roles better prepared than the market expects.

Members run research teams, publish memos, present pitches, and vote on trades. Faculty advisors provide oversight; the Chief Risk Officer enforces policy. Every decision is documented.

Investment Policy

Mandate, benchmark, horizon.

Mandate

Diversified, long-only portfolio across US & international equities, fixed income, ETFs, and limited alternatives. No leverage. No short sales. All activity paper-traded.

Benchmark

S&P 500 (SPY) as primary. Asset-class benchmarks approved per sleeve.

Horizon

12–18 month default. Thesis-driven overrides require IC approval.

Target
50%
US Equities
Target
25%
Fixed Income
Target
15%
International
Target
5%
Alternatives
Target
5%
Cash
Risk

The CRO can veto any trade.

The Risk Management team monitors policy limits continuously. Breaches are reported to the Investment Committee within one business day. A CRO veto requires a two-thirds Investment Committee supermajority to override.

Maximum position size
5% of NAV
Maximum GICS sector exposure
25% of NAV
Maximum single trade
3% of NAV
Cash floor
2% of NAV
Stop-loss alert
−15% on any position
Risk review
Annual — IC re-approves limits
Ethics & Conduct

CFA Institute standard. No exceptions.

Members follow the CFA Institute Code of Ethics and Standards of Professional Conduct. Personal conflicts of interest must be disclosed; the member recuses from related research, voting, and trading.

Internal research, holdings detail, and committee deliberations are confidential and may not be shared outside the Fund without Executive Committee approval.

Request the bylaws →
Long-term goals

The next chapter.

01
Compete nationally

CFA-OC SMIF Competition, Ethics Challenge, and select intercollegiate invitationals.

02
Raise real capital

Transition from paper to live capital through an alumni-funded tranche under faculty oversight.

03
Fund Marshall scholarships

Endow scholarships for Marshall MSF students from Fund performance and alumni giving.