The Ohio University Student Equity Management Group manages an equity portfolio of roughly $1.3 million (06/2008) of the university's assets under a concentrated portfolio strategy. It is directed at generating consistent risk-adjusted returns in excess of broader equity benchmarks.

The Group, founded in late 2001, was allocated its first funds in March of 2002. Since inception, OUSEMG has generated approximately $300,000 (06/2008) in capital gains and $47,104 of dividend income, which supports scholarships, research grants, and other initiatives of the Ohio University Foundation.

Our Mission

OUSEMG seeks to cultivate a highly engaging academic society and culture that challenges its members in areas of advanced financial topics. Further, the Group seeks to leverage its investment directive to pursue value-adding activities directed at the university, its members, and its alumni.

Prospective Members

Membership in the Ohio University Student Equity Management Group is open to Ohio University students of any age with a GPA of at least 3.2.

Aspiring analysts must have a strong interest in financial markets. Prospective candidates must be highly motivated individuals with a capacity for leadership and a willingness to contribute a significant amount of time to the Group.

Each interested student will complete an application consisting of a research task, several essays, and an overview of academic performance. The research task will test a candidate's initial financial acumen and work ethic. Based on the completed applications, the OUSEMG Board will invite candidates to participate in an interview.

We hope you take the time to stop by our office in Copeland 103 to learn more about the group and pick up an application!

Download Application