Student Managed Fund

U of T Scarborough Student Managed Fund

Vision

The U of T Scarborough Student Managed Fund (SMF) is an innovative joint venture between the Department of Management, U of T Scarborough Library, and The BRIDGE. The SMF strives to engage BBA students in an experiential learning environment that bridges the gap between the academic theory of finance and industry practice, while enhancing recruitment opportunities. Students are able to gain experience managing an investment fund, participating in all stages of the investment process, from research and security election, to trading, reporting, and compliance. Participating in the SMF will also prepare students for careers in global capital markets, asset management, research, trading and execution, performance attribution, reporting, and investment banking. The SMF aspires to engage alumni to remain actively involved with the SMF as mentors, supporters, and advisors on a mutually beneficial platform and continue to build on the outstanding learning experience at U of T Scarborough.

 

Core Objectives

The primary objective of the SMF is to provide a platform for the brightest and most ambitious finance students with experience in all stages of the portfolio management process, from research and trading, to reporting and compliance, effectively preparing them for a career in global capital markets. The return objective of the SMF is to develop and manage a diversified portfolio that minimizes risk and maximizes growth to outperform its benchmark (S&P TSX Composite Index) in the long run.

  • Report and Analysis: An Annual Fund Report is produced by the SMF team and includes top stock picks and analysis in detail. Ask us for a copy or join our annual fall presentation. 
  • Advisory Board: Members volunteer to provide guidance and mentorship to Portfolio Managers and Analysts on the SMF team. Advisors have extensive industry experience and meet quarterly to review the portfolio and fund performance. They are an integral part of the team, we would like to acknowledge our current advisory group for 2020-2021:  
    • Victor Pang, Senior Manager, TMX Group 
    • Frank Cheng, Principal Private Capital, OTPP 
    • Owais Qureshi, Director and Senior Portfolio Manager, Quantitative Investments, Canada Post Corporation
    • David Mak, Vice President Fixed Income, Sales and Trading, GMP Securities 
    • Leslie Yang, Vice President, Eight Capital 
       

If you are interested in applying for an Advisory Board position, then please contact:

 

Bill ChauBill Chau
The BRIDGE Supervisor
U of T Scarborough
thebridge.utsc@utoronto.ca

 

 


Meet the SMF Team: 2020/21

 

Kajan ThanabalachandranKajan Thanabalachandran
Chief Investment Officer / President
 
Kajan is a fourth-year Management student specializing in Finance. He is currently employed at CPP Investments as a Summer Analyst in the power and renewables group. Previously, Kajan completed a work term in investment banking at RBC Capital Markets. He has been with the SMF for the past two years, most recently as a Portfolio Manager. In his spare time, Kajan likes to play poker and keep up with the NHL and NBA.
 
 
Ruby ChenRuby Chen
Advisor
 
Ruby is a fourth-year Management student specializing in Finance. She completed four co-op work terms across industries including banking, consumers, and consulting, gaining insights from CIBC, PepsiCo, and BCG. Ruby also spent a summer at Deloitte Shanghai. Outside of work, Ruby is passionate about movies, literature, traveling, and visiting her hometown of Shanghai.
 
 
Linda HanLinda Han
Portfolio Manager, Natural Resources & Utilities
 
Linda is a fourth-year Management student specializing in Finance. Her co-op work experiences have been in consumer goods and the mining industry. In her spare time, Linda likes to bullet journal and listen to BLACKPINK.
 
 
 
AJ JunaidiAJ Junaidi
Portfolio Manager, Financials & Technology
 
AJ is a fourth-year Management student specializing in Finance. He started his first co-op in insurance underwriting at iA Financial, then later interned at Anson Funds as an Investment Analyst. His experience at Anson Funds helped him develop his skills and passion in capital markets, which he will apply during his time at the SMF. In his free time, AJ enjoys online sim racing, sci-fi films and shows, and role-playing games.
 
 
Ibrahim AzizIbrahim Aziz
Portfolio Manager, Consumers & Healthcare
 
Ibrahim is a third-year Management student specializing in Finance. He's worked as a Staff Accountant in Deloitte's public audit practice focused on serving clients in the financial sector. Outside of the SMF, Ibrahim enjoys playing basketball, travelling, and learning about how things work.
 
 
Leonardo Sebastian VegaLeonardo Sebastian Vega
Research Analyst, Natural Resources & Utilities
 
Leonardo is currently a second-year Management Co-op student. Prior to U of T Scarborough, he attended Georgian College where he graduated with a Civil Engineering Technology Advanced Diploma with Honours. Leonardo’s passion for financial markets has driven him to pursue a career in investment banking or a hedge fund.
 
 
Evan DavidsonEvan Davidson
Research Analyst, Natural Resources & Utilities
 
Evan is a second-year student pursuing the Double Degree in Quantitative Finance and Statistics. He is interested in hedge funds, private equity, investment banking, and corporate development. With the help of U of T's entrepreneurship community, Evan is currently exploring the viability of several business ideas. He also enjoys soccer, having played competitively for most of his life.
 
 
William LutesWilliam Lutes
Research Analyst, Natural Resources & Utilities
 
William is currently a third-year Management Co-op student specializing in Finance. He is originally from Ottawa but came to Toronto for post-secondary studies. William recently completed his first work term as a Venture Research Analyst at R-labs and he is looking forward to future positions.
 
 
Ryan ZhouRyan Zhou
Research Analyst, Financials & Technology
 
As an aspiring Finance student, Ryan is dedicated to applying theories and problem-solving frameworks to real-world scenarios, thereby driving long-lasting positive impact. With experience in both consulting and financial analysis during his involvement at MCG and several business competitions, Ryan is eager to further his understanding of equity markets and combine this experience with the skills and knowledge he has developed so far.
 
 
Kenshin OhtaKenshin Ohta
Research Analyst, Financials & Technology
 
Kenshin Ohta is a third-year Management Co-op student specializing in Finance. He completed his first co-op at Tangerine Bank as a Marketing Associate, and is currently serving at Merrill Lynch Japan Securities Co. Ltd. as an IBD Summer Analyst. Kenshin’s academic interest lies in corporate finance, specifically in historical M&A deals and valuation methodologies. He spends his personal time watching motor races and playing tennis.
 
 
Anika LeeAnika Lee
Research Analyst, Financials & Technology
 
Anika Lee is an incoming senior who is currently dual streaming in Marketing and Strategy. Through university, she has completed four work terms ranging from marketing to strategy to sales at a variety of firms: Rakuten, Samsung, Presidents Choice Financial, and P&G. Joining SMF has allowed Anika to further broaden her experiences and has taught her invaluable business insights and research tips. In her personal time, she loves listening to true crime podcasts, scrolling TikTok, and eating copious amounts of food.
 
 
Marius NgMarius Ng
Research Analyst, Consumers & Healthcare
 
Marius is a third-year Management student specializing in Finance. He’s interned at HSBC in Hong Kong under the Retail Banking and Wealth Management business, focused on high-net-worth customer propositions. Marius loves sports, travel, and experiencing cultures from different countries. He is keen to work abroad after graduating.
 
 
Chany VirkChany Virk
Research Analyst, Consumers & Healthcare
 
Chany is a fourth-year Management student specializing in Finance. He’s worked as a PE Analyst at a search fund, interned at a Toronto-based tech start-up, and served as a supervisor at Scotiabank. Chany is an avid reader and a huge sports fan, regularly following the NFL and NBA, especially the 49ers and the Celtics.
 
 
Markus WestinMarkus Westin
Research Analyst, Consumers & Healthcare
 
Markus is a third-year Management Co-op student with a passion for research and giving back to his community. Through his experiences at RBC as a Financial Analyst, and with the Association of Accountancy as President, Markus brings a unique and proactive skill set to the SMF.
 
 

Join the SMF Team

Each academic year, the SMF will hire its investment team to conduct activities in all stages of the investment process. The investment team consists of portfolio managers and analysts. Please review the job descriptions below for an in-depth understanding about the roles.  

Portfolio Manager
Analyst

Please note that job applications are only accepted during the hiring period. We highly recommend you to approach to our team members for a quick responses of your questions. 
 

Contact Us or Request SMF Annual Report 2019/20 

For any inquiries, or to apply for a position, please contact: utsc.smf@gmail.com