On Friday, September, 17, six AIM students presented their equity recommendations during the first AIM 'road show’ of the fall semester. Kristin Holzhauer, Peter Stucki, April Qi, David Hermanny, Tom Molosky, and Andrew Freedman pitched their stocks to Timpani’s Brandon Nelson, Ryan Isherwood, and Mike Klenn (AIM ’10). For a link to the six AIM student equity write-ups, go to: http://tiny.cc/jgaki
“The sessions we hold within investment companies are valuable learning experiences," said Dr. David Krause, AIM program director. “It reinforces the applied element of the AIM program. We’ll continue to go on the road on Friday afternoons to present stocks to investment professionals.”
Timpani Capital Management runs a small cap equity growth fund. The firm was founded in 2008 and is located in Menomonee Falls, Wisconsin. Brandon Nelson (CFA), Portfolio Manager / CIO, and his team believe that earnings drive stock price performance. Their approach of combining fundamental research with an analysis of market sentiment helps them identify the gap that exists between a company’s business strength and the market’s expectation of that strength.
Dr. Krause stated, “On behalf of the students in the AIM program, we want to thank Brandon, Ryan, and Mike for hosting us. All of the student presenters agree about the benefits of these type of interactions. The questions and insights of investment professionals are highly beneficial and serve as an important element in keeping the 'applied' element front and center in the AIM program. What they learn in these interactions can't be found in text books - it can only be obtained by working with people experienced in security analysis.” “All-in-all, this was a very useful trip to Timpani – our second time there. We look forward to returning again,” Krause concluded.
