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SMIF Member Eric Wallerstein ’19 Pitches Lazard (LAZ)
Eric Wallerstein ’19 pitched Lazard (LAZ) to the Student Managed Investment Fund (SMIF) on February 4, 2019. Founded in 1848, Lazard is a top global financial advisory firm. Lazard advises corporations and institutions on a variety of transactions, including mergers and acquisitions, restructuring, and shareholder advisory. Additionally, Lazard Asset Management currently manages over $240 billion…
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SMIF Member Chadd Cummings ’19 Pitches The Home Depot, Inc. (HD)
Chadd Cummings ’19 pitched The Home Depot, Inc. (HD) to the Student Managed Investment Fund (SMIF) on February 5, 2019. Home Depot was founded in 1979 with the dream of a home retail superstore capable of providing the most inventory, lowest prices, and best trained staff. From there, the store has grown to become the largest home retailer…
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Portfolio Update
As of December 3rdand 4th, each respective classes asset allocation has been in line with the benchmark set earlier in the semester (90% Equity and 10% Fixed Income). The Monday SMIF Portfolio is holding an asset allocation of 89.79% Equity and 10.21% Fixed Income. Since taking over the SMIF Portfolio on April 30, 2018, the…