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Douglas Jamieson ’77 Speaks to SMIF – March 28
On Tuesday, March 28, alumnus Douglas Jamieson lectured to the SMIF class about his career with Gabelli Funds, LLC. Gabelli Funds oversees a variety of actively managed funds, all with a focus on value investing. Jamieson took time to explain the history of value investing, beginning with the seminal works of Ben Graham, through his protege Warren…
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Nick Gorab Pitches Delta Airlines – March 22
On March 22, after hearing Mr. Luthi speak SMIF listened to Nick’s proposal to add Delta Airlines to the portfolio. Delta is the second largest US airline, after merging with North West Air in 2008. Delta has done remarkably well after their 2006 bankruptcy filing. Nick cited that their bankruptcy taught them tough lessons about inefficient…
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John Luthi ’04, Bucknell Investment Office, Visits SMIF – March 22
On Wednesday March 22, SMIF had the pleasure of hearing from John Luthi ’04, the current Director of Investments for the Bucknell Endowment. Before joining Bucknell in 2006, John worked as an analyst at JPMorgan Chase in New York. In class, John took the time to explain the considerations required when investing on behalf of…