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This select group of students learn how to scrupulously analyze potential investments using the same financial techniques professional
investors use.

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Student Investment Fund
Benjamin Carlston, PhD
Assistant Professor of Finance
Eberhardt School of Business
3601 Pacific Avenue
Stockton, California 95211

Student Investment Fund

SIF Facts

The Eberhardt School of Business offers a two-term class for MBA and undergraduate business students called the Eberhardt Student Investment Fund (SIF). Students are selected through a formal application process and have the ability to manage an investment portfolio currently approaching $3.7 million dollars. The Bank of Stockton and its President and CEO Douglass Eberhardt, sponsors the fund.

Only 2% of business schools worldwide operate a student investment fund. In the Eberhardt SIF, students do research and evaluation, write reports, and make choices regarding where and how to invest the fund's money. This is not a virtual investment or portfolio; this is real money and real investments.

Students participating in the Eberhardt SIF are accountable to its board, which consists of the Dean, the Vice President of Business and Finance for the university, and four investment professionals. An annual report of their investment activities and results are presented by the students and their work, transactions, and report are audited by an independent accounting firm - just like in a real investment fund.

The Eberhardt SIF also teaches our students the importance of sharing their success with others. Each year, a percentage of the fund's net assets are distributed back to the University of the Pacific to support the mission and activities of the University. To date, the Eberhardt SIF has returned almost $1,000,000 to the University.