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TRINITY SMF

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³�7ULQLW\�60)¶V�SULPDU\�PDQGDWH�LV�WR�FUHDWH�DQ�XQSDUDOOHOHG�DQG�VHOI�VXVWDLQLQJ�UHVRXUFH�IRU�WKH�HGXFDWLRQDO�GHYHORSPHQW�RI�IXWXUH�7ULQLW\�JUDGXDWHV�ZLWKLQ�D�VHFXUH�JRYHUQDQFH�VWUXFWXUH��EHVWRZLQJ�XSRQ�WKHP�H[SHULHQFH�LQ�EXVLQHVV�DQDO\VLV��LQYHVWLQJ�DQG�ULVN�PDQDJHPHQW�� 2XU�DGGLWLRQDO�PDQGDWH�LV�WR�LQYHVW�LQ�RXU�FRPPXQLW\�WKURXJK�GRQDWLQJ�D�SURSRUWLRQ�RI�SRUWIROLR�SUR¿WV�WR�WKH�7ULQLW\�$FFHVV�3URJUDP��ZLGHQLQJ�DFFHVV�WR�WKLUG�OHYHO�HGXFDWLRQ�IRU� XQGHU�UHSUHVHQWHG�JURXSV�´

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&203(7,7,9(� $'9$17$*(Trinity SMF serves as a

launchpad for Trinity students to develop their graduate employment prospects.

The Fund engages in substantive involvement with its sponsors, encouraging its members to

network at our SMF EduClass and careers events.

('8&$7,21�The fund seeks to educate its

research analysts by bestowing upon them a more hands on

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In addition, analysts gain skills in presentation, teamwork

and leadership through their involvement in SMF.

,1129$7,21Trinity SMF is the college’s most

unique student run initiative, attracting the college’s best and

brightest students.

As a result, SMF continues to push the boundaries of business societies in Ireland for the quality

of education, social citizenship and campus presence.

33

0$&52�6758&785(Trinity SMF operates a long-only equity portfolio with a 2-3 year investment horizon for individual equities. The funding for the portfolio comes primarily from repeat sponsors donations. The Fund, with 250 members, is DPNQSJTFE�PG�BO�FYFDVUJWF�DPNNJUUFF �BO�JOWFTUNFOU�DPNNJUUFF �B�NBDSP�UFBN�BOE����TFDUPS�UFBNT �SFnFDUJOH�UIF�.4$*�8PSME�*OEFY �PVS�CFODINBSL��

6(&725�7($06Each sector team has up to 20 research analysts and B�SJTL�BOBMZTU��&YQFSJFODFE�TFDUPS�NBOBHFST�MFBE �educate and coordinate their analysts to provide thorough coverage of stocks held in the portfolio, their sector, and to pitch investment ideas quarterly. Sector managers are QBJSFE�XJUI�JOEVTUSZ�NFOUPST�GPS�FYQFSU�BEWJDF �UP�CPVODF�ideas back and forth and to critique their pitches.

3257)2/,2�$1'�3(5)250$1&(Final pitches are received by the sector managers and the investment committee, who evaluate and make investment decisions on the equities pitched, taking account of the current portfolio composition. By means PG�B�CJNPOUIMZ�NFFUJOH �UIF�FYFDVUJWF�DPNNJUUFF�SFQPSUT�on our portfolio and strategy performance to an Advisory Board of investment professionals and academics.

FUNd STRUcTURe

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FUNd deMogRaphIcS

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Business/Economics

Business/Language

Maths/Science

Law

MSISS

Post Grad

Other (including History, MBA and Computer Science)

COURSEDEMOGRAPHICS

45%

6%15%

8%

3%

7%

16%

Junior Freshman

Senior Freshman

Junior Sophister

Senior Sophister

PostgraduateYEARDEMOGRAPHICS

24%

20%

30%

19%

7%

4 5

eNdoRSeMeNTS

“ ,W�LV�WKH�VWXGHQWV�ZKR�UXQ�WKH�IXQG�GDLO\�RQ�WKHLU�RZQ��DQG�PDNH�PRQH\�RU�ORVH�LW�WKURXJK�WKHLU�RZQ�JRRG�MXGJPHQW�RU�PLVWDNHV��,�DP�KDSS\�WR�VD\�WKDW�,�KDYH�VHHQ�KXJH�HQWKXVLDVP�DQG�SURIHVVLRQDOLVP�DPRQJVW�WKH�VWXGHQWV�UXQQLQJ�WKH�60)��7KHLU�LQYHVWPHQW�VWUDWHJ\�DQG�SHUIRUPDQFH�DUH�SURYHQ�WR�GDWH�” Alan Dargan, Chairman of Trinity SMF Advisory Board

“ Pioneer Investments is delighted to partner with the TSMF to help IBSOFTT�BO�FYDJUJOH�development founded by the students as a resource for the students.” Grainne Dooley, Portfolio Manager, Pioneer Investments

“ 'HORLWWH�LV�YHU\�SURXG�RI�RXU�DVVRFLDWLRQ�ZLWK�WKH�760)��760)�SURYLGHV�D�XQLTXH�RSSRUWXQLW\�WR�HQJDJH�ZLWK�VRPH�RI�,UHODQG·V�EULJKWHVW�VWXGHQWV�LQ�D�WUXO\�SURIHVVLRQDO�HQYLURQPHQW�” Brian Jackson, Partner, Financial Services, Deloitte

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“ 7KH�7ULQLW\�6WXGHQW�0DQDJHG�)XQG�LV�RQH�RI�&ROOHJH·V�most successful student led initiatives. A portion RI�760)�SURÀWV�VXSSRUWV�WKH�7ULQLW\�$FFHVV� Programme which provides funding for students who are under-represented in third level education, and is hugely positive for all the students involved.” Deirdre Tracey, Associate Director, Trinity Foundation

“ davy has been an early supporter of Trinity SMF and are delighted with our association. $V�WKH�¿UVW�VWXGHQW�PDQDJHG�IXQG�LQ�,UHODQG��WKH�VXFFHVVLYH�760)�FRPPLWWHHV��H[HFXWLYHV�KDYH�EURXJKW�WKH�)XQG�IURP�VWUHQJWK�WR�VWUHQJWK�” Stephen Felle, Director, Davy

“ Morgan Stanley is proud to be partnered with Trinity SMF. The Fund provides excellent opportunities for personal and professional development to students interested in the world PG�mOBODF�XIJMF�JU�BMTP�BMMPXT�VT�UP�NFFU�BOE�JOUFSBDU�XJUI�very bright and interesting candidates.” Eleni Antoniou, Graduate Recruitment, Morgan Stanley

6 7

For more information please contact: LQIR#WULQLW\VPI�FRP

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