关于斯图尔特投资
In 2006, the student-led 斯图尔特投资 (SI) organization received $250,000 of 威尼斯人平台’s endowment to manage, 投资, and re投资 for the benefit of the university. Since then, the fund’s portfolio has steadily outperformed its benchmark, the S&标准普尔500指数. Assets under management have now topped $1.600万年.
斯图尔特投资 is an independent entity and is not a student club sponsored by 威尼斯人平台 or 斯图尔特商学院. The organization’s portfolio is overseen by the 斯图尔特投资 Board, which is made up of finance professionals. Clinical Associate Professor of Finance 迈克尔Rybak serves as faculty adviser for SI.
SI is led by three current students who serve as executive director, fund manager, and risk manager. 每年, SI recruits 威尼斯人平台 students to the organization as sector leaders and sector analysts. Members are grouped into teams which are based on the sectors of the Global Industry Classification Standard of companies that have issued equity securities. Each team conducts research on equities and presents its recommendation to the other SI members. 每学期结束的时候, 指导老师, along with recommendations from the SI executive members, will select stocks to buy or sell.
活动和目标
教育
每学期, SI 执行官 and 指导老师 devote the first meetings to teach and train new members about fundamental analysis, 估值模型, portfolio analysis and how to utilize the Bloomberg terminals in the Stuart Financial Markets 研究 Lab.
Portfolio Management and Equity Analysis
Following the training sessions, teams work on their sector’s portfolio and apply everything they learned to improve their portfolio. Executive officers are available to answer questions.
演讲
After weeks of portfolio analysis, 股票研究, 和估值, each team prepares its recommendation and presents it to the other SI members. 所有成员, 执行官, and 指导老师 apply their critical thinking and ask questions about the analysis. At the end, members vote on the recommendations.
定期简报
每天的经济, 金融, 技术, 政治, and business news affects the way businesses run and how 投资ors make decisions. The editorial board of 斯图尔特投资 picks the most important news about each sector, condenses it into a periodic newsletter, 并发给所有SI成员. These emails also include useful articles, links, and analyses from world-class 金融 sources.
演讲嘉宾
The 执行官 and faculty advisor invite guest speakers who are professional 投资ment managers to share their experience with members. This is a great opportunity for members to learn from, and network with, industry experts.
