Student Managed Investment Fund

Bucknell University College of Management

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February 2, 2012 by Michael

Feb 1, 2012 Minutes

Access the minutes here

Minutes+2-2.doc

Filed Under: Admin Tagged With: asset allocation, consumer-discretionary, consumer-staples, energy, financials, healthcare, industrials, infotech, Sectors

October 5, 2011 by Michael

Industrial Sector Update

Holdings: GE, FSTR, UPS

Industrials has been under-performing the S&P 500 since mid-summer.  We feel this slowdown is temporary and expect a positive long-term trend by Q2 2012.  Until recently, the Purchasing Manager’s Index (PMI), a measure of the health of the manufacturing industry, has been trending downwards below 50, however there was news yesterday that PMI increased an entire point and construction spending was 1.4% higher in August.

We have identified that there is a large need to diversify and increase our holdings in the sector so that more large cap industrials are part of our portfolio.

Given our research, we feel that the best course of action is to stay neutral with the S&P 500 weighting.

 

Access the full report here: Fall 2011 Industrials Sector Report

 

Filed Under: Sector Analysis Tagged With: diversify, econ-report, fstr, ge, industrials, manufacturing, neutral, pmi, Sectors, ups

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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