About Us
Who Are We?
Founded in 2022, Maverick SMF is a student-managed investment fund registered in the State of Pennsylvania by the Limited Liability Act.
The purpose of Maverick SMF is to help collegiate individuals who are pursuing a career in the industry of finance, convert their academic knowledge and understanding into real-world experiences.
Our talented student portfolio managers, analysts, and traders from around the world specialize in generating risk-adjusted alpha through high-conviction investments in U.S. public equities.
Our fund is designed to operate as a buy-side investment management firm and is established on 2 equally important mandates, capital preservation, and wealth creation.
Our Mission
Maverick SMF’s mission is to bridge the gap between finance theory and practice thereby cultivating the next generation of finance leaders and industry innovators. Our mission comes to life through our three core values: Quality, Community, and Continuous Education.
Quality
At Maverick SMF we judge our performance based on the quality of our research and our ability to create alpha, therefore the highest standards must be maintained.
Community
We believe in the power of connecting the brightest young minds in the world. When our people work together, they can create something greater than themselves as individuals.
Continuous Education
We understand that no one has all the answers. A culture of humility and continuous learning is the bedrock principle for Maverick.
Our People
At Maverick SMF we believe in the power of connection. Therefore, we provide students with the ability to invest alongside some of the finest and brightest minds across the best campuses in the world.
Our talented team is made up of students from 22 different Universities spanning 7 different countries and 21 cities from around the globe including Chicago, Hong Kong, London, Toronto, Mumbai, and Barcelona. As a prerequisite, all of our members have gone through a rigorous selection process involving multiple interviews and the full completion of IvyLine Capital’s Investment & Derivative Program.
The purpose of the above-mentioned prerequisite is to demonstrate that the Member has a passion for investing, the ability to display leadership capabilities, and has applied concepts applicable to those within the industry of finance, from a simulated environment, similar to that of Maverick SMF.
Investment Philosophy
Our investment process embraces a top-down approach toward identifying companies with strong narratives, convincing fundamentals for future growth, and minimal downside risk.
The comprehensive study of the macroeconomic landscape underpins the investment strategy at Maverick SMF. We believe that by gauging the sentiment of the economy and identifying different credit cycles, we can optimally add tactical tilts to our sector allocation and capture high alpha.
At Maverick SMF, we do not fear market volatility, but rather, the permanent impairment of capital. Our high-conviction bets tend to have a medium to long-term duration. Our investment strategy is strongly supported by the tactical use of options that offer us a means to supplemental income and a cushion to hedge against high sigma events.
Sector Breakdown:
Consumer Discretionary, Consumer Staples, Energy, Industrials, Healthcare, Financials, Real Estate, and Technology