Run a mutual fund and master portfolio management
The 360 Huntington Fund offers a unique opportunity for graduate students in Boston to manage a mutual fund within the Northeastern University's endowment. If you're passionate about finance and self-motivated, this is the perfect platform to apply and grow your skills. You can commit for a semester, with the option to participate up to three times.
Managing the 360 Huntington Fund will help you build the investment research expertise and portfolio management experience that employers look for. It's a fantastic way to explore your finance interests, network, and develop valuable skills. You can take on a management role, learn the intricacies of running a mutual fund, or work your way to a leadership position.
This experience will uniquely prepare you to lead in the finance industry. Here's what you'll do:
- Analyze the finances of a company and write original research reports about potential investments
- Present investment recommendations to a panel of your peers
- Participate in lively debate on the merits of each presentation
- Make investment decisions with real-world implications
My experience at the 360 Huntington Fund shaped my career aspirations. The Fund's focus on investing in US public equities and managing portfolio holdings inspired me to pursue a role in investment management that combines my research background with practical investment skills.
Isha Kulkarni, MS in Quantitative Finance'24
Recent competition triumphs
#1
Quinnipiac GAME Forum XII, Global Portfolio Competition 2023
#1
Quinnipiac GAME Forum XI, Global Portfolio Competition 2022
#2
Quinnipiac GAME Forum X, Global Portfolio Competition 2020
Leverage advanced tech for financial data and news
Northeastern University is a Bloomberg Experiential Learning Partner (ELP)—one of the few schools admitted to this highly selective program. The Bloomberg Business Lab offers 20 Bloomberg Terminals. You'll use Bloomberg Terminal to prepare stock pitches and write original research reports. Completion of Bloomberg certifications is encouraged.
Apply to the Fund
Whether you're new to stock management or experienced, you'll gain invaluable skills in a real-world setting. You can participate in two ways:
- For credit, if your program allows. Apply for a management position or join as an entry-level analyst; you'll be responsible for at least one stock pitch per semester.
- As a non-credit club member. Attend meetings, ask questions, and absorb all of the day-to-day intricacies of managing investments.
As a first-time student joining the fund, you may come in knowing very little about the stock market. By the end of one meeting, you'll know how to write an original research report on a stock and get sound ideas about how to analyze its finances. It's a huge, huge learning experience that has only the pressure or responsibility of a one-credit class.
Scott Schoen, Faculty Advisor and Guest Lecturer
Fund objectives
The goal of the 360 Huntington Fund is to outperform traditional investments. We invest exclusively in US public equities, focusing on small, mid, and micro-cap stocks. Our strategy is long-only, with an investment horizon of six months or more, and we only consider stocks with a share price of at least $5.
Our process
Portfolio sector weightings
Meet the cohort
Fund management is a true team effort. Each term, a cohort of ambitious students manages the fund. Explore ways to get started below.
Managing the 360 Huntington Fund is a true team effort. You can apply for a high-level role right away or enter the fund as an analyst and work your way up as you gain experience. If you're joining the fund for the first time, you'll be paired with a more experienced student mentor to help in developing a thesis and preparing a pitch.
You can also seek out opportunities specific to your degree—law, marketing, and accounting backgrounds, for example, are a plus for certain positions.
Managing Director
- Oversee all fund activities
- Issue buy and sell orders
- Teach an introductory class
Fund Accounting Officer
- Issue and modify net asset values
- Provide updates to management
- Track stock watch list
- Maintain professional dashboard
Marketing Officer
- Organize guest speakers and schedule educational events
- Manage LinkedIn and website
- Publish and organize market intelligence reports
Operations Officer
- Carry out administrative duties
- Assign sector cluster assignments
- Enforce rules set by faculty and advisors
Risk Officer
- Review portfolio sector weights
- Issue risk reports
- Monitor portfolio beta
Head of Equity Research
- Supervise sector managers
- Enforce research standards and guidelines
- Update and manage valuation templates
Equity Research Sector Manager
- Supports analysts with research and development
- Pitch one stock per semester
- Report analyst progress to management
Equity Research Associate
- Assemble and present stock pitches
- Create and maintain financial models
- Issue quarterly revaluations for fund holdings
Faculty advisor
Advisory board
Dr. Kenneth Lavin, Alumni Advisor, Economic Consultant
Ken Lavin is an MSF Graduate from Northeastern University. He joined The Fund in the fall of 2009 as an Alumni Advisor. Ken has conducted independent investment and economic research in addition to his medical practice as a podiatrist. He completed a podiatric surgical residency at Brown University and attended podiatric medical school in Chicago. He has a B.A. in Chemistry from Brandeis University.
Greg Houghton, Alumni Advisor
Greg is a dual MSF/MBA student in the Evening Program at Northeastern University. He joined The Fund in the fall of 2009 as a junior analyst. For the past seven years, Greg has worked in higher education helping students transition from high school to college during the first-year. He holds a BFA in Electronic Imaging from the University of Massachusetts Dartmouth.
Other Advisory Board Members
Barry Evans
President (retired), Manulife Asset Management,
North America and Chief Investment Officer of Global Asset Allocation
David Glaymon
Managing Director of London Office, Kynikos Associates LP
Lawrence D. Rakers
Vice President and Portfolio Manager, Fidelity Investments
Dana Erikson
Managing Director and Senior Portfolio Manager,
Hyperion Brookfield Asset Management
Henry M. Garelick
New Generation Investments (retired)
Mike Gleason
Portfolio Manager, Alphaone Capital Partners
Explore Student Experiences
Frequently asked questions
Your first step is to apply. Your application will be reviewed by the Fund's faculty director and the student managing director. Once selected, your academic advisor will enroll you in the class.
Yes, you need to re-apply for each additional semester, completing the same application.
Each commitment lasts for one academic term in the spring, fall, or summer. Participation is based on the semester, with credit earned for analyst, manager, and senior management roles. Auditors will not earn credit.
Prior experience with stock management is not required for the equity research associate role. You'll gain practical investment experience and develop key analytical and research skills, with the potential to advance to a management role in future semesters if desired.
To apply for a management position, you must have completed a registered semester as an analyst with at least a B grade. Management positions are filled through an application process overseen by the Fund's faculty director and student managing director. Once selected, your academic advisor will enroll you in the class.
You can earn up to one credit per semester, up to three times, if your program allows. As a credit-earning participant, you'll be responsible for at least one stock pitch per semester. Review the list of programs that offer credit for Fund participation.
Non-credit participation, or auditing, is not available for first-time participants. In a term after you registered and passed the analyst class with at least a B grade, you'll be eligible to apply to participate without credit. One admitted, you can attend meetings, ask questions, and learn about managing investments.
At the 360 Huntington Fund, you'll dive into company finances and craft original research reports on potential investments. You'll get hands-on with financial tools like the Bloomberg Terminal, present your investment ideas to your peers, engage in lively debates, and make decisions that have real-world impacts.
Topics covered include financial analysis, research report writing, stock pitching, and portfolio management. You'll also learn about risk management, making real-world investment decisions, and handling sector weightings.
View the org chart and a list of student opportunities and responsibilities above. Associates apply lessons from investment and portfolio management classes by presenting recommendations and making decisions based on comprehensive student analysis. Managers gain advanced analytical knowledge and handle tasks like revising investment policies, preparing accounting statements, managing compliance and risk, and conducting marketing and fundraising activities.
Participants often network with industry professionals who serve as advisors to the fund and receive mentorship from faculty and experienced members of the Fund. If you're new to the Fund, you'll be paired with an experienced student mentor.
Eligible programs
Earn a maximum of three credits for your participation in 360 Huntington Fund through any of the following Boston-based programs.
