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.
SIA Members
Current Officers
President – Lincoln Owens
Executive VP – Walker Dollar
VP of Investment Strategy – Maverick Boring
VP of Recruitment – Aubrey Steadman
VP of Operations – Thomas Jackson
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
- Nathan 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)
- 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.
recipient of the Nathan Ashcroft Scholarship
Stock Pitch Saturdays
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
| Capital Group | PIMCO |
| TD Ameritrade | Invesco |
| Voya Investment Management | Truist |
| JPMorgan Chase & Co. | eVestment |
| Deloitte | Cahaba Wealth Management |
| IHS Markit | Synovus |
| The Home Depot | NEPC |
| IG Design Group Americas | Hancock Askew & Co |
| Equifax | PNC Wealth Management |
| IBISWorld | Comcast |
| Cisco | KeyBank Real Estate Capital |
| J.H. Whitney Investment Management | MassMutual |
| Fidelity Investments | Zurich North America |
| Fitch Ratings | Investment Performance Services, LLC |
| Mortgage Atlanta LLC | Mercer |
| E*Trade from Morgan Stanley | AT&T |
For more information or to apply, please contact
Axel Grossmann, Ph.D. (adviser), agrossmann@georgiasouthern.edu
Last updated: 8/17/2022
