Thursday, October 1, 2020

Marquette's AIM Small Cap Fund turned 15 years old! Check out the excess returns the student-managed fund has generated.

 On September 30, 2020, Marquette University's Applied Investment Management (AIM) program celebrated a milestone - the AIM Small Cap Fund has been managed for 15 years!

The Marquette AIM Small Cap Fund Generated Excess Returns Consistently Across All Time Periods! 

As the table below shows, the Fund has generated excess returns in all investment reporting periods. Given the challenges of transitioning across 15 different classes and with a three-month gap each summer, we are proud of our record in generating returns consistently above the benchmark, which is the Russell 2000 Index.