Advisor

About the Fund

The Aztec Equity Fund (AEF) is an investment fund that consists of common stock and cash. The AEF was created in August, 1992, at San Diego State University with the intent to implement academic financial theories and to broaden interest in finance in a practical setting. Each year, six or more graduate students under the supervision of an academic advisor are selected to act as managers of the AEF. These managers are responsible for the performance of the Fund and must continue to monitor the broad economy and its influences on their portfolio. Continuous analysis of new and existing investments provides a challenging situation for the managers because of the real financial commitments involved. The AEF is proud of its past superior performance and professional commitment by those who have managed its assets.

Join the Fund

Qualified candidates must be graduate Business Administration students in good standing and have completed a course in investments (e.g., Fin 651 or 327). Students must be able to commit to 2 consecutive semesters to earn a total of 3 units in Fin 798. Fund managers must attend 1.5 hour weekly meetings to discuss fund performance and market activity. Students should be motivated and enthusiastic about the group process of financial analysis, equity selection, and public relations functions. Other responsibilities include willingness to implement a marketing plan to solicit contributions to the fund.

Download the AEF Application (AEFapplication2004.doc)

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