Tartan Student Fund

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Description

  • The Tartan Student Fund is Carnegie Mellons student managed long-equity investment fund with approximately $50k under management. We were generously given this allocation by the CMU endowment, and actively work with the university investment office in managing the portfolio. The funds key mission and objective is to teach undergraduate students the fundamental skills and concepts of growth and value investing. We run a series of educational lectures at the beginning of each semester to educate members on skills such as basic accounting, stock ratio analysis, and equity valuation methodologies. In addition, we provide our members with the opportunity to gain investing experience with real capital, preceded by company research, due diligence, and pitches to the entire fund. The TSF is structured into six industry verticals: Consumer Goods, Financial Institutions, Healthcare, Natural Resources/Industrial Goods, Services, and Technology, Media, Telecom. Each industry group is run by a portfolio manager and an assistant portfolio manager, and they work alongside a handful of investment analysts to research and pitch companies in their respective industries. The fund meets as a whole every two weeks to pitch new investment ideas, evaluate our current holdings, and discuss major financial markets news.
  • location

    Headquarters:5000 Forbes Avenue , Pittsburgh, Pennsylvania, United States

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  • Tartan Student Fund phone

    Phone Number: +1 412-268-1596

  • Tartan Student Fund website

    Website: https://www.tartanstudentfund.org

  • Tartan Student Fund employees

    Employees:27

  • Tartan Student Fund revenue

    Revenue:$10 - 50M

  • Tartan Student Fund legal name

    Legal Name:Tartan Student Fund

  • Tartan Student Fund's Social Media

    Tartan Student Fund linkedin
  • done Is this data correct?
  • |  NAICS Code: 523110  |

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Person level website identification

President for Tartan Student Fund

Rohit Roy

President

Person level website visitor identification

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View Employees

Rohit Roy

President

Maxwell Plottel

Vice President

Jingchun Quan

Portfolio Manager

Matthew Hayes

Portfolio Manager

Juan Meza

Portfolio Manager

Frequently Asked Questions regarding Tartan Student Fund

  • Where are Tartan Student Fund's Headquarters?

    Tartan Student Fund's Headquarters are in 5000 Forbes Avenue ,Pittsburgh,Pennsylvania,United States

  • What is Tartan Student Fund's phone number?

    Tartan Student Fund's phone number is +1 412-268-1596

  • What is Tartan Student Fund's official website?

    Tartan Student Fund's official website is https://www.tartanstudentfund.org

  • What is Tartan Student Fund's Revenue?

    Tartan Student Fund's revenue is $10 - 50M

  • What is Tartan Student Fund's NAICS code?

    Tartan Student Fund's NAICS code is 523110

  • How many employees are working in Tartan Student Fund

    Tartan Student Fund has 27 employees

  • What is Tartan Student Fund's Industry?

    Tartan Student Fund is in the industry of Investment Management

  • Who is Tartan Student Fund's President?

    Tartan Student Fund's President is Rohit Roy

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