Managing Investments II

Catalog description

Managing Investments II is the second course for students participating in the Student Managed Investment Fund (SMIF) program. FINC 400 provides a capstone experience in which students, under the guidance of an executive-in-residence and faculty, make investment decisions for the Duquesne Values Fund (DVF). DVF is a portfolio of large-cap common stocks selected by a process of fundamental equity analysis and valuation applied to stocks meeting standards for environmental, social and governance (ESG) performance. As of March 2022, the value of the DVF was in excess of $1,000,000. While managing DVF, students learn about the analysis and valuation of common stock and the management of common stock portfolios. Technology in the Investment Strategy Institute, primarily Bloomberg, is used extensively. At the end of the course, students present their management decisions and investment results to members of the Investment Strategy Institute Advisory Council. By permission only.