Saturday, August 8, 2020

Updated Returns for the Marquette Student-Managed AIM Equity Funds

 The Applied Investment Management (AIM) Funds Continue Strong Performance

The recent Managerial Finance article about the AIM program reported the strong returns of the student-managed funds. Here is an update to the performance of the student-managed funds over the applicable time periods (ending August 7, 2020).

This performance has been achieved with the AIM student managers who have maintained well-diversified, sector-neutral portfolios. All of the excess return that has been generated has been the result of fundamental stock selection as the students seek to avoid making market or sector calls. The hallmark of the program is to develop students fundamental investment research skills - and these returns support the success of the program in generating proficient and ethical financial analysts.