Student Managed Investment Fund

Bucknell University College of Management

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October 5, 2011 by Michael

Fall Information Technology Sector Update

Current Holdings: EBAY, IBM

We have identified that there are many opportunities outside our current holdings but because spending in this sector depends on the global economy we feel this is not the right time to invest in further companies.  Once we feel growth is imminent, we will look at companies like GOOG, which SMIF had previously owned but was sold off during the summer due to concerns about volatility.

SMIF is currently neutral with the S&P 500 but looks to change this position in the near future.

 

Access the full report here: Fall 2011 Information Technology Sector Report

Filed Under: Sector Analysis Tagged With: ebay, econ-report, global, ibm, infotech, neutral, Sectors, volatility

About SMIF

The Student Managed Investment Fund (SMIF) is a two-semester experiential course in which a select group of Bucknell University seniors manages approximately $3 million of Bucknell’s endowment. The course exposes students to the intellectual and practical challenges of running a small investment company. This year SMIF continues with the mentorship of Professors Curtis Nicholls and Frank Schreiner at the helm.

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