AIM Equity Student-Managed
Fund: 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 holdings
within that portion of the portfolio. They are expected to monitor the stocks
currently held and to offer periodic recommendations to add new holdings and
remove existing ones as market conditions warrant.
Each day for the
next month 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.
Starting today, over
the course of the winter break one new stock write-up will be 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.
