Berliner Brodlieb Family

Student Managed Investment Fund


The Berliner Brodlieb Family Student Managed Investment Fund, which began in the Fall of 2016, provides a unique experiential learning opportunity for students to manage an investment pool of real money. Students participate through FIN 155A and FIN155B, and those who meet several qualifying requirements are afforded the opportunity and responsibility of gaining experience as portfolio managers and security analysts.

Course participants utilize the Martin B. Greenberg Trading Room, featuring Bloomberg Professional terminals, to manage investments.

Hear from Our Students


Hear from students who participated in the SMIF and find out what they learned from the experience.

Real Results

Portfolio Overview

Since the Hofstra SMIF began operations in the Fall 2016 semester, its equity returns through January 15, 2020, have been 52.07% versus the Russell 3000 of 47.85% and benchmark S&P 500 returns of 50.69%. 

Bloomberg Experiential Learning Partner

Contact Us

Greenberg Trading Room

Chief Faculty SMIF Advisor

Edward J. Zychowicz, PhD, CFA, CMT
Professor of Finance