Portfolio

Strategy
The Investment Management Academy manages a $1.5 million long-only equity portfolio on behalf of the University of Illinois Foundation. The portfolio serves as a real-world learning platform where students apply investment principles through active management of real capital. It is diversified across all major sectors of the U.S. economy, reflecting a bottom-up and top-down, research-driven approach that emphasizes fundamental analysis, valuation discipline, and long-term capital appreciation.

Portfolio Managers
Each sector is led by a dedicated Portfolio Manager, supported by a team of Senior and Junior Analysts responsible for identifying opportunities, building financial models, and presenting investment theses. The fund is benchmarked against the S&P SmallCap 600, aligning with IMA’s focus on discovering undervalued, high-quality companies within the small-cap space.

Performance (As of 10/06/2025)

The IMA portfolio has outperformed the S&P SmallCap 600 benchmark year-to-date. Despite early volatility in the first quarter, the portfolio demonstrated strong resilience and recovery beginning in April, maintaining a steady upward trajectory through the remainder of the period.

Current Holdings (As of 10/03/2025)