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Matt Linden Pitches Penske Automotive Group on Nov. 15
On Wednesday, November 15, Matt Linden pitched Penske Automotive Group as an addition to our Consumer Discretionary holdings. Penske is a highly diversified transportation services company, boasting the second largest auto dealership in the United States. The firm’s business units are comprised of automotive retail, commercial truck retail and commercial vehicle distribution. Catalysts include an industry-wide shift…
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SMIF Portfolio Climbs Above $2,000,000!
On Tuesday, November 28, the Student Managed Investment Fund surpassed $2,000,000 for the first time in fund history. Each class’ portfolio reached above $1,000,000, driven by strong advances in the technology and industrials sectors over the first half of the academic year. SMIF began in 2000 with an original investment of $200,000. Over the past 17…
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Jackie Ham pitches Waste Management on Nov. 14
On Tuesday, November 14, Jackie Ham pitched Waste Management to be added to the SMIF portfolio for our first stock pitch of the academic year. She is confident the company will be an excellent long-term position. Waste Management is the largest provider of waste management services in North America, partnering with residential, commercial, industrial and…