About Us
JSOSIF seeks to be...
“A highly respected student investment fund that achieves outstanding risk adjusted returns while investing heavily in human capital”.
History
The John Simpson Odette Student Investment Fund was formed in the Fall of 2016 by Odette alumnus and the Managing Director of Ridgewood Capital Asset Management, John Simpson.
The fund offers students the opportunity to manage a diversified investment portfolio of real capital in the financial markets. JSOSIF is the first student-led investment fund housed within the Odette Exchange Financial Markets Lab at the Odette School of Business. Through the help of faculty advisors and external industry experts, students are mentored through a live process that allows them to gain real world experience.
Mission Statement
The John Simpson Odette Student Investment Fund (JSOSIF) aims to provide students at the University of Windsor with valuable financial experience by facilitating the investment of real capital in financial markets. JSOSIF will generate returns by taking long term positions in securities that fit the fund’s investment philosophy.
Vision Statement
JSOSIF is a student run portfolio that manages funds donated by a private investor (John Simpson, Managing Director of Ridgewood Capital Asset Management, and alumnus of Odette). JSOSIF invests in a range of international equities, fixed income securities and exchange-traded funds (“ETF”).The Odette School of Business uses JSOSIF as an educational tool for undergraduate and graduate business students looking to concentrate in Finance. JSOSIF’s purpose is to create an experiential learning environment in dealing with trading in capital markets and provides exposure to several strategies in managing a well-diversified and constantly monitored portfolio. JSOSIF aspires to be the benchmark of student investment funds throughout Canada by engaging with Odette alumni, current members,and industry.