Last weekend, students in Prof. Song’s Applied Financial Securities Analysis (FINA 4101) class pitched their buy and sell stock recommendations for the GW Phillips Student Investment Fund. The fund was launched in 2008 and currently has over $2.9 million in assets under management (as of 4/29/2024). Check out the most recent GWII Quarterly Report for details on the fund’s performance.
Stock Pitch Day, a significant event in Prof. Song’s Applied Financial Securities Analysis (FINA 4101) class, saw each student applying the collective knowledge they gained throughout the semester to develop an investment pitch. They utilized the GW Investment Institute Framework of BMPB: Business, Management, Price/Valuation, and Balance Sheet. After each student presented their pitch, the investment committee (the other students in the class) voted on their recommendation. To have their recommendation accepted to the portfolio, students needed to convince at least 80% of the investment committee members.
Here is a summary from the GW Phillips Stock Pitch Days:
- 17 student pitches
- 5 student pitches accepted for investment or 4.3%
- 3 existing positions were increased
- 2 new positions have been added to the fund
Number of pitches by sector:
- 5 in Industrials & Materials
- 4 in Consumer, Discretionary, and Staples
- 4 in Tech & Telecom
- 3 in Healthcare
- 1 in Financial Services
Number of trades by sector:
- 2 in Industrials & Materials
- 1 in Consumer, Discretionary, and Staples
- 1 in Tech & Telecom
- 1 in Healthcare
Thank you to all of the students for their hard work and dedication. A special thank you to our teaching assistant, Will Ahrens, and the three alumni speakers who spoke to our class.
Professors Song and Lake look forward to each teaching a section of the FINA 4101 class in the Fall semester of 2024.