OUR FIRM
ABOUT BLUE SAPPHIRE EQUITIES
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Reestablished in 2020, Blue Sapphire Equities (BSE) has quickly distinguished itself as Miami University’s premier student-managed equity portfolio. Widely recognized as the highest-performing portfolio on campus, BSE serves as a cornerstone of experiential learning for students passionate about finance and investment management. The organization is committed to equipping its members with invaluable hands-on experience in portfolio management, offering a platform to apply theoretical knowledge to real-world financial scenarios. Members actively collaborate in industry teams to identify and evaluate potential investment opportunities, conduct comprehensive financial analyses, and make informed buy, sell, or hold decisions. Through rigorous research, strategic decision-making, and exposure to market dynamics, BSE cultivates a dynamic environment that prepares students for successful careers in the competitive field of finance.
HOW WE ARE DIFFERENT
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With significant AUM and small partnership, Blue Sapphire Equities manages high capital-to-investor ratios and acutely develops members for careers with the best firms in the world. BSE employs a focus in industries including Industrials, Consumer Staples, Technology, Energy & Utilities, and Healthcare, to construct a diversified portfolio that seeks relative outperformance of S&P 500. The fund also retains a research-heavy focus that plays to the academic strengths of its partnership. Blue Sapphire Equities is an active recruiter of the most distinguished students at Miami University through a multiple staged admissions process that is designed to test investment expertise and evaluate a holistic fit within the organization. On an absolute-basis, the fund’s returns have beat the S&P 500 by an average of 4% annually over the past five years.
WEEKLY MEETINGS
BSE develops members through weekly firm meetings designed to educate on investment practices and provide insight into potential careers in finance.
REPORT GENERATION
Blue Sapphire Equities creates professional-grade market reports which provide analysis, guiding strategy, and showcasing professionalism and expertise to those outside the firm.
SUSTAINING FOCUS
Fostering relationships with national recruiters and university organizations, firm members have access to networks unavailable to the typical undergraduate student.