Patrick Duffy

Trinity Student Managed Fund

Trinity Student Managed Fund (Trinity SMF) is the first student managed fund in Irish history. It is comprised of a real-life equity portfolio with €400k+ AUM, managed by a team of committed undergraduate and postgraduate students under the guidance of an advisory board of investment industry experts. The primary aim of Trinity SMF is to provide Trinity students an unparalleled and self-sustaining educational resource which bestows upon them experience in business analysis, investing and risk management. In the fulfilment of this aim Trinity SMF will also seek to make a contribution to our community. Thus, while the majority of profits on investments will be reinvested to see the fund grow in perpetuity, a proportion will be donated to non-profit organisations through the Trinity Foundation. The fund is being capitalised through corporate sponsorships and tax-deductible donations from a group of founding patron individuals. All such donations are wholly set aside for investment activities. The Fund has access to institutional brokerage and research services from Davy Stockbrokers as well as AIB and RBS market research reports. Deloitte provide advice on auditing and taxation issues.