Student Managed Portfolio

Investment Society members have the opportunity to join a team of other motivated members in managing one of many sectors of a real money portfolio. This is portfolio management at its finest.

Sector Meetings

Weekly sector meeting enable members time with Ron Sweet to discuss investment strategy. The senior analyst of the sector is responsible for conducting research with the junior analysts. Trade ideas are pitched and subsequently implemented into the portfolio.

Sector Work Flow

Build Screening Model

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Conduct Qualitative Research

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Develop Trading Idea

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Pitch Trade

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Implement Trade into Portfolio