The Bentley Investment Group (BIG) is a student organization that is responsible for managing a portion of Bentley University's endowment. The fund originated in 1997, with an original allocation of $250,000 and has grown to more than $1.1mm AUM under the group's financial decisions. The group’s goals are to achieve capital appreciation of the portfolio, while providing an educational experience to each member. The Bentley Investment Group seeks to run as an equity fund focusing on investment exposure to intermediate and large capitalization companies that conduct business on a global scale. In addition, funds are allocated across six industries. Using an active fundamental investment approach, the Bentley Investment Group aims to add value to the investment process by making active decisions in sectors and individual securities.



Investment Management

Bentley Investment Group

Tyler Smith

Max Kirby

The Analysts Team at Bentley Investment Group is responsible for conducting in-depth research and analysis on various market sectors to identify investment opportunities. Each member specializes in a specific sector, such as technology, healthcare, or financials, and uses fundamental analysis to recommend equity investments. Their role is to support the group's goal of achieving capital appreciation for Bentley University's endowment by making informed and strategic investment decisions.

Analysts Team

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Other teams at Bentley Investment Group

Portfolio Management Team