Mason Investment Fund

The Mason Investment Fund is an undergraduate investment fund run by members of the Mason Investment Club at William & Mary. The Fund took control of $20,000 in 2002 as part of a substantial donation from alumna Aubrey Mason. Since then, this donation has served as the initial capital used to start and grow the Fund, and as of January 2019, it stands at $40,000. The Fund provides an excellent opportunity for both experienced and beginning investors to become involved in the active management of a sizable investment fund. Members attend weekly meetings which consist of a market update, portfolio review and stock or educational presentations. The principal motive is to provide students the opportunity to engage in equity research and test market strategies, enhancing their educational experience while simultaneously driving value. Students thus gain hands-on experience in developing their knowledge of security research, valuation techniques and portfolio management