Southern Investment Association

Southern Investment Association (SIA)

About the SIA

The Southern Investment Association is a select group of Georgia Southern University students who seek to increase their knowledge and experience in the field of investments. We apply skills learned in the classroom to actively manage our portfolio. Since our founding in 2014, the SIA has set the highest possible standard as we aim to compete with other student-managed funds. We demonstrate our skills in finance, economics, accounting, and marketing through the development and management of our financial portfolio. We manage a value-based fund and strive to prepare our members for successful careers.

Current Officers

President – Luke Lydle
Executive VP – Luke Powell
VP of Investment Strategy – Turner Schmidt
VP of Recruitment – Erwin Alvarez
VP of Operations – Caleb Dautel

Faculty Advisors

For more information, please contact

Axel Grossmann, Ph.D. (agrossmann@georgiasouthern.edu)
John Hatem, Ph.D. (jhatem@georgiasouthern.edu)

SIA Membership Benefits

• Real World Investing Experience
• 3 Hour Finance Elective Credit via Professional Certifications Class
• Alumni Mentorship Program and Alumni Network
• Bloomberg Market Concepts Certification
• Thomson Reuters Eikon Certification
• Ashcroft Scholarship
  • Established in 2019, The Nathan Ashcroft Scholarship is intended to financially assist the most influential SIA member each semester. The SIA is very thankful to Nathan Ashcroft for making this scholarship possible.
    
    Scholarship Recipients
    Joel Varghese (Fall 2019)
    Tyler Collins (Spring 2020)
    Kinley Stubbs (Fall 2020)
    Lincoln Owens (Spring 2021)

Investment Strategy

The fund follows a long-only strategy of value investing in stocks of mid-to-large market capitalization. Value investing involves buying underpriced stocks trading below their intrinsic value. We identify value stocks as those that sell at a discount versus their own intrinsic value as well as the median stock in the respective industry. Additionally, we focus on those underpriced stocks whose fundamentals are above their industry median. The goal of the fund is to continuously outperform Vanguard Value Index as well as the S&P 500 index. Below, we provide a more specific explanation of our investment strategy including a description of the main financial variables utilized in our analysis.

Sia Alumni Hold Positions at The Following Companies

• TD Ameritrade
• Voya Investment Management
• JPMorgan Chase & Co.
• Deloitte
• IHS Markit
• The Home Depot
• IG Design Group Americas
• Equifax
• IBISWorld
• Cisco
• J.H. Whitney Investment Management
• Fidelity Investments
• Fitch Ratings
• Mortgage Atlanta LLC
• E*Trade from Morgan Stanley
• Invesco
• Truist
• eVestment
• Cahaba Wealth Management
• Synovus
• NEPC
• Hancock Askew & Co
• PNC Wealth Management
• Comcast
• KeyBank Real Estate Capital
• MassMutual
• Zurich North America
• Investment Performance Services, LLC
• Mercer
• AT&T