The RIT Financial Management Association (FMA), a Saunders College of Business club dedicated to the advancement of student-centric investing, has reached an impressive milestone: the market value of their portfolio has risen above $400 thousand.
FMA is comprised of 40 general members and a team of 15 sector analysts. The club manages a long-only core equity portfolio that blends both value and growth investments. Any member of the club can pitch a buy or sell idea, the proposal for which is presented to the club members for discussion and a vote.
Sector allocation:
|
Sector |
Percent of Portfolio |
Performance |
|
Technology |
23.53% |
171.56% |
|
Consumer Cyc |
22.92% |
204.80% |
|
Financials |
13.04% |
110.42% |
|
Defense |
6.74% |
93.29% |
|
Energy |
6.37%
|
19.75% |
|
Consumer Defen. |
6.36% |
162.74% |
|
Healthcare |
5.48% |
6.33% |
|
Industrials |
4.66% |
-6.31% |
|
Alternatives |
1.79% |
94.01% |
As of October 10, 2025, FMA’s portfolio’s market value stood at approximately $411,801.94
2025-2026 Analyst Class
Left to right back row: Evan Ren, Elio Dominguez-Montalbano, Michael Paoletti, Henil Brahmbhatt, Kevin Scott, Cole Hess, Rachel O’Connor, Quinn Giblin, Eshan Badhan
Left to right front row: Caden Cavo, Lanyin Zheng, Owen Cavo, Julian Dipalma, Sam Comfort, Shane Girolam
2025-2026 FMA E-board members
Left to right: Cole Hess (Secretary), Owen Cavo (President), Rachel O’Connor (Vice President), Lanyin Zheng (Treasurer), Shane Girolamo (Portfolio Manager)
Recently, President Owen Cavo moderated a conversation at RIT with Federal Reserve Bank of New York President/CEO John C. Williams.
Photo Credits: Elizabeth Robertson
