Tuesday, April 12, 2011

AIM Students Presented Stocks at Heartland Advisors on Friday, 4/8

On Friday, April 8, four AIM students in the Class of 2012 visited Heartland Advisors and pitched their first equity recommendations since assuming control of the AIM Funds at the start of Q2. The student presenters were: Jacob Bear (Financial Services), Ted Linn (Industrial Materials), Vincent Ong (International Technology), and Bronson Wetsch (International Healthcare).

Jeanne Kolimaga (VP of Human Resources at Heartland) worked with Dr. David Krause (AIM program director) to organize the visit. Dr. Krause said, “The session at Heartland was very successful. The juniors were nervous because this was their first public presentation; however, they did a good job. The professionals at Heartland Advisors offered them many suggestions and encouragement. It was a highly productive visit and we are thankful that they provided our students with this opportunity.”

Heartland Advisors, located in Milwaukee, Wisconsin, consists of a team of dedicated professionals that provide investment advisory services to individuals, investment advisors, institutions and retirement plans. Their approach is highly disciplined and their consistent, value-driven investment style is well-known to most professionals within the industry. Heartland relentlessly seeks value, analyzing overlooked and unpopular stocks which they believe sell at significant discounts to their true worth. The firm is known for its superior investment results and excellent client service.

Dr. Krause stated, “On behalf of the students in the AIM program we want to thank Jeanne Kolimaga for arranging our visit to Heartland. The comments and suggestions from the investment professionals in attendance were greatly appreciated.” Attending the presentations were: Will Nasgovitz, Jason Schacht, Matthew Miner, Colin McWey, Michael Jolin, and Adam Peck. Also attending was Alice Wycklendt – a colleague in the AIM Class of 2012 – who is presently interning at Heartland.

Dr. Krause concluded, "The students picked up valuable advice that can't necessarily be found in finance text books; it can only be learned by working with experienced investment experts. This was our third trip to Heartland and we look forward to returning again.”

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