The OUSEMG manages a $4.2 million portfolio of equity securities for the Ohio University Foundation. As a student-run organization, the members make all investment decisions and has outperformed its benchmark, the S&P 500, 10 out of the last 12 years. Of the total portfolio, $2 million is reserved for socially responsible investments.
The group was founded in 2001 and allocated its first funds in March 2002. In 2014, the group was awarded an additional $2 million for social responsible investments. All capital gains and dividend income the group generates is for the Ohio University Foundation, which supports its scholarships, research grants, and other initiatives.