Students will manage a hypothetical portfolio. Given a starting portfolio, students will make investment recommendations to restructure the portfolio. Alternative investment strategies will be incorporated into the management of the portfolio. There are learning modules relating to topics in the field of investments. The class is interactive and student-focused.
Athena Title
Investment Management
Prerequisite
FINA 3000 or FINA 3000E or FINA 3000H or FINA 3001 or FINA 3001E or FINA 3001H
Semester Course Offered
Offered fall and spring
Grading System
A - F (Traditional)
Student learning Outcomes
Students will develop and execute a top-down investment strategy in asset management.
Students will develop an investment thesis for a stock and pitch it to the class.
Students will develop the skills for valuing a company.
Students will develop and understand the criteria for finding value in the marketplace.
Topical Outline
Macro environment and sector allocation
Introduction to valuation
Running a DCF (including a DCF tutorial)
Multiples valuation
Return on invested capital (ROIC) and return on incrementally invested capital (ROIIC)
