About Us

Learn about our history, mission, and the students who make up the Middlebury Student Investment Committee.

Our Mission

The Middlebury Student Investment Committee (SIC) is dedicated to the prudent management of a portion of Middlebury College's endowment while providing students with a hands-on educational experience in investment management.

Our primary objectives are:

  • Preserve and grow capital for Middlebury College through disciplined investment decisions
  • Provide members with practical experience in financial analysis and portfolio management
  • Foster a collaborative learning environment where students can develop investment skills
  • Prepare members for careers in finance and related fields

We strive to outperform our benchmarks through rigorous research, thoughtful analysis, and a long-term investment horizon.

Our Structure

Organization

The Middlebury SIC is organized into seven sector teams, each focused on researching and analyzing companies within their designated sectors:

  • Technology, Media and Telecommunications: Software, hardware, semiconductors, IT services, media, telecom
  • Healthcare: Pharmaceuticals, medical devices, healthcare services
  • Financials: Banks, insurance, asset management
  • Consumer and Retail: Retail, apparel, restaurants, consumer goods
  • Industrials: Manufacturing, transportation, aerospace
  • Natural Resources: Oil and gas, mining, chemicals
  • Real Estate, Gaming, and Lodging: Real estate services, Hotels, Casinos, Real estate asset managers

Each sector team is led by a Sector Head who coordinates research efforts and presents investment opportunities to the entire committee.

Governance

The Executive Committee provides leadership and direction for the organization:

  • Chair: Oversees all committee operations and serves as the primary liaison with college administration
  • Chief Investment Officer: Directs investment strategy and portfolio management
  • Chief Operating Officer: Manages internal processes, recruitment, and training
  • Chief Administrative Officer: Coordinates meetings, alumni engagement, and industry connections
  • Portfolio Managers: Lead research and analysis for their respective sectors
  • Senior Analysts: Assisting portfolio managers with key deliverables through synthesis of research

The committee meets weekly to discuss market developments, review investment proposals, and make allocation decisions. Investment proposals require a majority vote from all members to be implemented.

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