BSIF Wins Again at the CFA Research Challenge

BSIF members win 1st in the St. Louis Regional CFA Research Challenge


Members Annali Cler, Anthony Hill, and Shane Legatzke won 1st place at the St. Louis Local CFA Research Challenge. The team beat five other student analyst teams, representing Washington University in St. Louis, Lindenwood University, University of Missouri – St. Louis, Southeastern Illinois University – Carbondale, and Saint Louis University.

Financial Literacy Week

The Bulldog Student Investment Fund will be hosting its first Financial Literacy Week this upcoming February 8th – 12th!  This series of events is designed to promote education and conversation about money management and personal finance topics as well as to give students an introduction into savings and investing.  Events are free of charge and open to all Truman students.

Monday 2/8: Monopoly
Enjoy a night of friendly competition with this classic strategy board game as your test your hand at capitalism and learn a bit more about the economy.
7:00 pm, SUB Georgian C

Tuesday 2/9: Money Management
Learn more about practical personal finance topics for college students, including budgeting, debt management, student loans, and credit scores.
7:00 pm, VH 1010

Thursday 2/11: Savings & Investing
Gain a basic introduction into the stock market and understand how to start saving for the future through employee contribution programs and your own investments.

7:00 pm, VH 1010

BSIF at CFA Research Challenge


BSIF found success a second time at the local level of the CFA Research Challenge. Student Analysts Annali Cler, Anthony Hill, and Shane Legatzke went on to compete in the Americas Regional final in Seattle, WA.


Analysts David Shoko, Lasse Fuss, & Sam Lohmeyer pose with Faculty Advisor Chuck Boughton

Analysts David Shoko, Lasse Fuss, & Sam Lohmeyer pose with Faculty Advisor Chuck Boughton in 2015










The BSIF Team placed first at the local CFA Institute Research Challenge in St. Louis and competed nationally in Atlanta, GA.  Pictured are Student Analysts David Shoko, Lasse Fuss, and Sam Lohmeyer, along with Faculty Advisor Chuck Boughton.


BSIF Wins Big at GAME 2017


BSIF Student Investors took home first place for the best risk-adjusted return on a value portfolio at the 2017 GAME Forum in New York City.

BSIF has also enjoyed past success at the ENGAGE Investment Symposium, where the fund took home best risk-adjusted return in 2015.

About the Fund

In the Bulldog Student Investment Fund, student members work together to manage real money generously provided by Truman’s endowment and Alumni donations. The fund provides practice and hands-on experiences in equity security analysis and portfolio construction.  The fund also engages the students with an Economics background in market research teams to provide everyone with an overall macro/microeconomic outlook of the investment environment.  It will allow students to participate in all aspects of managing an endowment, including portfolio construction, asset allocation, investment policy statement maintenance and development, equity security analysis and performance reporting.

The Bulldog Student Investment Fund is sponsored by the School of Business with financial support from the Truman State University Foundation.