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.
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