AIM Equity Student-Managed Fund: Common Stock Updates
The students in Marquette’s
Applied Investment Management (AIM) program are responsible for managing two
equity funds which are a part of the University’s endowment. The equity
portfolios consist of the following:
·
AIM Small Cap Equity Fund (Russell 2000 benchmark)
·
AIM International Equity Fund (Russell Global benchmark)
Each student is assigned an industry sector and is responsible for
following the existing equity holdings within that portion of the portfolio.
They are expected to closely monitor the stocks currently held and to offer
periodic recommendations about adding new holdings and/or removing stocks as
market conditions warrant.
Each day during December and January (during the students’ winter
break) an update of a stock currently in the AIM Equity funds will be
highlighted on the AIM blog.
The purpose of these postings is to info their classmates (including the
juniors who will be entering the AIM program in January 2016) about the current
status of a stock they are responsible for following.
These updates are slightly
different from the normal AIM stock write-ups and would be closer to the type
of research most retail investors would read in Seeking Alpha or Morningstar.
Typically during the semester the students are expected to write their
recommendations in a format that would be viewed by an institutional investor.
To view all previous write-ups, go to: http://business.marquette.edu/centers-and-programs/aimp-student-equity-write-ups.
Since mid-December, one new stock write-up has been posted on the
AIM blog (http://aimprogramblog.blogspot.com/).
AIM students, alumni and others are encouraged to post comments about the stock
update.
Disclosure: The AIM Equity
Funds currently hold positions in these stocks. The articles written by the
students express their own opinions. The students do not receive any
compensation for these articles and they have no business relationships with
any companies whose stock is mentioned in these articles. Marquette University
does not endorse the opinions expressed by the students who have authored these
articles.
