Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund) Email Format

Investment ManagementCalifornia, United States11-50 Employees

The SJSU Spartan Fund is a student-led investment portfolio affiliated with San Jose State University's Lucas College of Business and sponsored by Financial Navigator, Inc. Founded in 2014, it provides undergraduates with practical experience in evaluating financial assets through both fundamental and quantitative analysis. Beginning with an initial seed of $50,000 provided by its sponsor, student managers oversee equities across industries represented in the S&P 500 in accordance with the Global Industry Classification Standard.

Graduating members have moved into roles at a range of financial institutions, reflecting the program’s professional network and recruiting opportunities. Located in San Jose, California, the fund operates within the investment management industry as a university-based, student-managed initiative.

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