ROTMAN STUDENT INVESTMENT FUND
ABOUT US
Founded in 2012, Rotman Student Investment Fund is a student-run investment fund focused on providing students with a window into the life of an Investment Analyst.
After more than 10 years in the making, on March 1, 2023, at 11:39 a.m., the Rotman Student Investment Fund (RSIF) bought its first stock. Today, the fund has 10 stocks across various sectors: consumer, healthcare, industrials, financials, technology, and utilities.
Contact: rsif@rotmanassetmanagement.com
Meet The Executive Team
GuanHua Wang
CIO/PM
Pavithra Bhaskaran
COO/PM
Puru Kawatra
PM
Brad Sadoff
PM
Jagannath Kshtriya
PM
Echo Yang
PM
Investment Portfolio & Performance
RSIF provides students with real-life buy-side experience. We like businesses that are easy to understand, have a sustainable competitive advantage, and generate above-average returns on invested capital. Modest gearing levels and a shareholder-minded management team are also important to us.
Investment philosophy
RSIF is a long-term orientated active investment manager following a bottom-up stock selection process. We invest in solid businesses that trade below their intrinsic value and incorporate Environmental, Social, and Governance (ESG) factors into our investment process.
Investment Objective
Provide long-term, sustainable capital growth without taking undue risk.
Investment benchmark
RSIF’s benchmark comprises three components: 3-month T-Bill return (5% weighting), S&P 500 Index (C$) (47.5%), and S&P/TSX Composite Total Return Index (47.5%).
Investment Portfolio
RSIF’s flagship event, the Final Stock Pitch, occurs towards the end of the academic year in April. The event brings together the yearlong training sessions and workshops that the group of 21 analysts undertakes in the form of a stock pitch. Of the seven stock pitches, the five best ideas are selected for inclusion in the fund. Currently, the RSIF portfolio comprises 10 stocks.
Partners & Alumni Network
INTERNSHIP PLACEMENTS
RSIF is incredibly proud of the analyst class for securing internships at some of the most prestigious Canadian investment banks, asset managers and startups. This is a testament to the analysts' hard work, dedication and talent, and demonstrates the value of the education and training they receive through the RSIF program.
ALUMNI NETWORK
RSIF boasts a diverse and extensive alumni network, with successful professionals in some of the most prestigious Canadian and global investment banks, asset managers, and other finance-related organizations.
Phomolo Rabana
CIO 2022-23
"RSIF provided an incredible platform to learn, interact, and build strong relationships with students and industry professionals, who, although coming from vastly different backgrounds, had a common passion for investing. I am deeply honored to have served as the RSIF CIO, working alongside an exceptional executive team and talented analysts. We successfully launched our investment fund and published our inaugural annual report, marking significant milestones for our organization. As the 2022-23 RSIF Executive Team, we are privileged to have been entrusted with the responsibility of growing the organization’s capital, while equipping analysts with the skills to build successful careers within financial services."
What we are looking for:
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Demonstrated passion for investing
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Motivation for wanting to be an analyst
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Quality stock pitch (written and presentation)
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Knowledge of market trends and events
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Spike factor and diversity
Become an Analyst
Recruitment Process
RSIF seeks to recruit a class of analysts from diverse backgrounds to create rounded sector teams of students with financial and industry experience. The Analyst team consists of 21 MBA & Master's student members, covering seven sectors: Cash Yield, Consumer, Communications, Energy, Healthcare, Industrials, and Technology. RSIF recruits in September. An updated timeline will be communicated at RAMA & RSIF Kickoff event and via RAMA member email.
Application includes:
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One-page resume and cover letter
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One to two-page stock pitch in Word or PDF format
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Fill out the RSIF Application form
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30 - 45 minutes interview