Contact Us

General Inquiries



Students interested in applying to the fund or learning more about the fund in general, can contact

Thank you for your continued interest in LSIF. Feel free to contact us at if:

  • You would like to be involved in the LSIF mentorship program

  • If you would like to be on the LSIF distribution list and participate on the monthly investment calls

  • There is an error in your information presented on the website

If you are interested in recruiting or speaking with analysts or portfolio managers, you can email: - Email of Portfolio Managers - Faculty Adviser - Faculty Adviser


Alternatively, you can contact students directly. Their individual resumes can be found on the Student Team page.

The LSIF hiring process has become more and more competitive each year. Applications, which consist of a résumé, cover letter, and transcript, are submitted to the portfolio managers upon request in late April. Students entering third year and above are permitted to apply provided they do not graduate before the following April.


Of the applications (~150 in 2013) 25-30 students will be selected for an interview. Interview will be conducted in early May and will generally have three components:

  • General capital markets, valuation, and financial theory questions

  • A 5 minute stock pitch on 1 of 5 companies provided

  • Questions by the applicants


Of the three components the stock pitch is by far the most important as it is the most indicative of the applicants finance knowledge and the effort they are willing to put into entering the fund. The pitch should include only a brief overview of the company; the majority of the applicants effort should be focused on qualitative factors pertinent to the valuation, the qualitative methods used, and the overall recommendation. 2-3 days after the interviews, candidates will be notified if they are accepted.

Hiring Process


There is a general misconception that grades and relevant investing experience are the only prerequisites to being selected by the fund. More than anything else, a passion for investing coupled with strong work ethic is, in many cases, more important than grades or past coop experiences.


Ways to prepare yourself and make yourself qualified for LSIF includes:

  • Strong academic performance (LSIF represents a larger course load than any traditional course)

  • Relevant coop experiences - Prior experience in capital markets is very helpful. That being said, experience in other industries can be extremely helpful. Part of the LSIF experience is learning how to model companies properly. Thus, modelling experience is helpful, but not entirely necessary

  • Read as much about fundamental investing as possible. We specifically suggest Margin of Safety by Seth Klarman, Warren Buffett's Partnership and Shareholder Letters, The Intelligent Investor by Ben Graham and Aswath Damodaran's valuation papers

  • Value companies on your own. Try building your own models and seek support for experienced mentors to improve your modelling skills

  • Try investing! You can trying investing small amounts in a Personal Trading Account, but also, you can manage simulated portfolios through Investopedia to help you gain experience