 |
1492 Capital
Management, a multi-strategy, small cap investment manager located in
Milwaukee, Wisconsin, serves institutional and private clients. They employ a
bottom-up thematic approach to small cap investing and focus on absolute
returns. Their research process involves face-to-face meetings with the
management, analysis of competition and suppliers of prospective companies, and
a continuous search for new and emerging economic, industry and market themes. 
During the fall 2015 semester both Joe Frohna and Rodney
Hathaway (portfolio managers of the small cap growth and small cap value funds,
respectively) visited the AIM program and spoke to the students about their
approaches to equity investment.
The AIM
students presenting on Friday at Geneva included:
Student Presenter
|
Company Name
|
Ticker
|
Sector
|
Robert Uhland
|
Oxford Industries
|
OXM
|
Consumer Discretionary
|
Brendan Duffy
|
Envestnet
|
ENV
|
Financial Services
|
Patrick Sanchez
|
Volaris
|
VLRS
|
International
Industrials
|
Dylan Harkness
|
Lending Tree
|
TREE
|
Financial Services
|
Travis Mantel
|
KB Financial Group
|
KB
|
International
Financial Services
|
This specific set of AIM equity write-ups can be accessed at:
Copies of
all student presentations since the inception of the AIM program can be viewed
at this web site: http://business.marquette.edu/centers-and-programs/aimp-student-equity-write-ups
