Lions Students Managed Fund

Catalog description

The objective of this course is to provide students a unique learning experience through hands on management of a real money portfolio. Students will apply finance theories acquired to make investment decisions in the context of a U.S. large-cap core equity portfolio. Following a structured framework, students will research the macro-economy, assigned sectors and industries, identify and recommend specific stocks for the fund, as well as balance and monitor the portfolio performance. This course is particularly beneficial to students who aspire to have careers in fields such as equity research, asset / portfolio management, wealth management, investment banking, or private equity. Prerequisites: FIN304, FIN400.