Sunday, November 29, 2015

Equity Portfolio Performance of the AIM Class of 2016

The AIM program allows Marquette students to get hands-on academic and financial analysis experience, including an opportunity to actively manage two equity funds: a domestic (Small Cap) and an international portfolio.

The students in the AIM Class of 2016 have been managing the Small Cap Equity and the International Equity funds since April 1, 2015. Their returns are provided in the tables below.

AIM Small Cap Equity Fund as of November 29, 2015

The Marquette AIM Small Cap Equity Fund has posted a return of -4.86% since April 1st versus -3.19% for the Russell 2000.  Asset allocation detracted 70 basis points of the total return, while stock selection detracted 97 basis points (primarily in Information Technology holdings). The following table provides performance data for the AIM Class of 2016.





AIM International Equity Fund as of November 29, 2015


The Marquette AIM International Equity Fund has posted a return of -6.72% since April 1st versus -6.54% for the Russell Global Ex US benchmark.  Asset allocation added 15 basis points of the total return, while stock selection detracted 33 basis points (primarily in Consumer Discretionary and Materials holdings). The following table provides performance data for the AIM Class of 2016.






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