Institute of Advanced Investment Management
Masters Student Investment Fund
Presented by: Richard Hickman, Nikhil Raj Singh, Bisesta Shrestha, and Andrew Delis. (aka Team 7)
Date Presented: 10/28/2024
Type: Fundamental Analysis
Investment Decision: Did Not Invest
Summary Team 7 hypothesized that a stable grocery retailer offered strong investment potential but found that regulatory risks and underperformance outweighed its strengths.
Presented by: Yash Agrawal, Maggie Crookston, Stephen Fredrick, and Hardik Jain. (aka Market Mavericks)
Date Presented: 10/28/2024
Type: Fundamental Analysis
Investment Decision: Did Not Invest
Summary The Market Mavericks hypothesized that a recent stock decline was an overreaction but found that risks and challenges outweighed potential recovery.
Presented by: Yasmin Abuomar, Cole Benedict, Cody Clifford, and Jared Webb. (aka CMIYC – Cash Me If You Can)
Date Presented: 11/04/2024
Type: Fundamental Analysis
Investment Decision: Invested $5,000
Summary Team CMIYC hypothesized that low P/E ratios and zero dividends would identify undervalued companies with strong growth potential.
Presented by: Nicholas Payne, Ethan Neff, Edward Enyart, and Simen Strand. (aka Green Day Traders)
Date Presented: 11/04/2024
Type: Fundamental Analysis
Investment Decision: Invested $8,000
Summary The Green Day Traders Team proposed that a resilient, low-beta stock with strong dividend growth would stabilize the portfolio and support riskier growth investments.
Presented by: Kris Long, Fynn Haldeman. (aka Capital Builders)
Date Presented: 11/11/2024
Type: Fundamental Analysis
Investment Decision: Invested $13,000
Summary Capital Builders highlighted CBRE’s market share, diverse services, and strategic acquisitions as key strengths to capitalize on anticipated growth in the real estate sector.
Presented by: Jackson Ainsworth, Trevor Johnson, Ishmit Singh Makkar, and Ryan Wilson. (aka Profit Prophets)
Date Presented: 11/11/2024
Type: Fundamental Analysis
Investment Decision: Did Not Invest
Summary Profit Prophets evaluated CrowdStrike for its strong presence in the cybersecurity sector, but chose not to invest due to concerns around valuation metrics.
Presented by: Richard Hickman, Bisesta Shrestha, and Nikhil Raj Singh. (aka Team 7)
Date Presented: 11/18/2024
Type: Fundamental Analysis
Investment Decision: Invested $6,000
Summary Team 7 selected Meta for its strong financials, AI innovation, and consistent performance, citing stability, low P/E ratio, and high free cash flow as reasons for investment.
Presented by: Yash Agrawal, Maggie Crookston, Stephen Fredrick, and Hardik Jain. (aka Market Mavericks)
Date Presented: 11/18/2024
Type: Fundamental Analysis
Investment decision: Invested $7,000
Summary The Market Mavericks selected Uber for its innovative technology, global reach, and diversified services, noting its strong growth potential and market leadership.
Presented by: Jackson Ainsworth, Trevor Johnson, Ishmit Singh Makkar, and Ryan Wilson. (aka Profit Prophets)
Date Presented: 11/25/2024
Type: Other – Strategic Cash Allocation
Investment Decision: Allocated $612k SPY ETF; $260k ICSH
Summary The Profit Prophets proposed a 70/30 split between Market exposure and fixed income, aligning with the fund beta target and offering higher returns than idle cash.
Presented by: Nicholas Payne, Ethan Neff, Edward Enyart, and Simen Strand. (aka Green Day Traders)
Date Presented: 11/25/2024
Type: Other – Strategic Cash Allocation
Investment Decision: Did Not Invest
Summary The Market Mavericks proposed a low-beta strategy with bond, market, and gold ETFs; strategy was rejected for conservatism and return concerns.
Presented by: Yasmin Abuomar, Cole Benedict, Cody Clifford, and Jared Webb. (aka CMIYC – Cash Me If You Can)
Date Presented: 12/02/2024
Type: Systematic
Investment Decision: Invested $13,500
Summary A momentum strategy selecting S&P 500 companies in the top 10% for both 3-month and 6-month price appreciation, focusing on short-term price movement.
Presented by: Kris Long, Fynn Haldeman. (aka Capital Builders)
Date Presented: 12/02/2024
Type: Macro
Investment decision: Invested $40,000
Summary A macro strategy leveraging REITs for dividend income, inflation hedging, and capital appreciation, with strong backtested performance during rate-cut cycles.
Presented by: Richard Hickman, Bisesta Shrestha, and Nikhil Raj Singh. (aka Team 7)
Date Presented: 1/27/2025
Type: Systematic
Investment decision: Invested $14,338
Summary: Targeting equities with low price deviation, strong fundamentals (high ROE, free cash flow, low debt); above-market volatility to capture momentum.
Presented by: Yash Agrawal, Maggie Crookston, and Hardik Jain. (aka Market Mavericks)
Date Presented: 1/27/2025
Type: Systematic
Investment decision: Invested $12,200
Summary: Selecting large-cap stocks with low price deviation and bullish momentum (50-day > 200-day MA) to capture sustained upward trends.
Presented by: Yasmin Abuomar, Cole Benedict, Cody Clifford, and Jared Webb. (aka CMIYC – Cash Me If You Can)
Date Presented: 2/10/2025
Type: Systematic
Investment decision: Invested $50,000
Summary Small and mid-cap strategy combining 12-month price growth and 30-day RSI (40-70) to identify stocks with sustained upward trends while managing downside risk.
Presented by: Nicholas Payne, Ethan Neff, Edward Enyart, and Simen Strand. (aka Green Day Traders)
Date Presented: 2/10/2025
Type: Systematic
Investment decision: Invested $45,000
Summary Sector Rotation – adding exposure to communications, consumer, energy, industrials, materials, and utilities using PEG (0-1) and Sharpe (≥2) to select top stocks.
Presented by: Yash Agrawal, Maggie Crookston, and Hardik Jain. (aka Market Mavericks)
Date Presented: 3/3/2025
Type: Macro
Investment decision: Invested $50,000
Summary American Express (AXP) – undervalued relative to peers, benefiting from affluent user base and high card utilization, positioned for outperformance in 2025.
Presented by: Richard Hickman, Bisesta Shrestha, and Nikhil Raj Singh. (aka Team 7)
Date Presented: 3/3/2025
Type: Fundamental Analysis
Investment decision: Invested $15,000
Summary Commodity Focus – leveraging commodities as an inflation hedge amid geopolitical risks, supply chain disruptions, and AI-driven industrial demand.
Presented by: Yasmin Abuomar, Cole Benedict, Cody Clifford, and Jared Webb. (aka CMIYC – Cash Me If You Can)
Date Presented: 3/24/2025
Type: Fundamental Analysis
Investment decision: Invested $13,500
Summary: Targeting low beta and consistent growth, we identified Progressive as a top performer with industry-leading market share and recent competitive gains in auto insurance.
Presented by: Nicholas Payne, Ethan Neff, Edward Enyart, and Simen Strand. (aka Green Day Traders)
Date Presented: 3/24/2025
Type: Fundamental Analysis
Investment decision: Invested $3,000
Summary Amid market volatility and supply-side disruptions in the egg industry, we identified Vital Farms as a profitable, differentiated player positioned for long-term growth.
Presented by: Kris Long, Fynn Haldeman, Darrell Day, Whillhelm Normannseth (aka Capital Builders)
Date Presented: 3/31/2025
Type: Marco
Investment decision: Invested $115,000
Summary Reevaluated the fund’s 30% bond allocation, introducing ultra-short and long-duration ETFs to capture yield curve normalization while maintaining liquidity.
Presented by: Jackson Ainsworth, Trevor Johnson, Ishmit Singh Makkar, and Ryan Wilson. (aka Profit Prophets)
Date Presented: 3/31/2025
Type: Systematic
Investment decision: Invested $13,000
Summary Targeted domestic small-cap financials with low P/E ratios to diversify a large-cap-heavy portfolio and add exposure to an underrepresented segment with strong upside potential.
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