Institute of Advanced Investment Management
Undergraduate Student Investment Fund
Presented by: Cole Wall, Austin Glenn, Andrew Rosen, Robert Nathanson
Date Presented: 3/31/2025
Investment decision: Did not Invest
Summary: Buying fixed-income ETFs for a short period can help hedge against a potential recession. This strategy involves adjusting the portfolio’s asset allocation, backed by backtested results from previous recessionary periods and rigorous ETF analysis. Historically, fixed-income ETFs have shown solid performance during economic downturns, making them a compelling choice. Therefore, we recommend investing $457,442.52 in fixed-income ETFs, which represents approximately 25.7% of the fund. To facilitate this purchase, we plan to use all available cash and sell all holdings of SPY. By implementing this approach, the portfolio’s beta is lowered and recession risks are mitigated, albeit at the expense of a reduced long-term expected return.
Presented by: Rachel Kloepfer, Alex Ramsay, Tristin Foster, and Hance Dorsch
Date Presented: 3/4/25
Investment decision: Invested $14,474
Summary: Our group chose to analyze Equinix (EQIX) due to its dominant role in the digital infrastructure sector, facilitating secure data ecosystems for enterprises worldwide. Equinix benefits from the increasing demand for AI, cloud computing, and digital transformation. With a high percentage of recurring revenue and strong market positioning, the company is well-positioned to capitalize on the growing need for data center infrastructure.
Presented by: Chloe Shewell, Jack Pollock, Jack McComick, Noelle Kieffer
Investment decision: Invested $100,000
Date Presented: 3/3/25
Summary: This strategy focuses on the Consumer Staples sector due to its historical resilience in periods of economic instability. Amid heightened concerns about inflation, rising interest rates, and geopolitical uncertainty (including tariffs and shifts in trade policy) we identified a strategic opportunity in companies providing essential goods. These companies tend to maintain consistent demand regardless of market cycles, offering potential for stable returns and downside protection. Additionally, the existing portfolio was underweight in this defensive sector, which created room for diversification.
Presented by: Isaac Lee, Aaron Delgrande, Maddie Osborn, Noah White
Date Presented: 2/24/25
Investment decision: Did Not Invest
Summary: This strategy focused on researching the Financial and Energy industries because of our interest in these growing industries and the growth associated with both. We found these industries compelling due to increasing energy demands driven by growth in AI and data centers, alongside expanding financial services. We also wanted to invest in Financials due to your limited position size in financial companies within Milner. Our goal was to target high-growth Financials and Energy companies with strong revenue and earnings expansion, efficient capital allocation, and disciplined reinvestment to drive sustained outperformance and shareholder value. The historical 10-year performance was 532.02% Return, 0.9 Sharpe, and 1.01 Beta. We pitched a $70K buy in the Milner Fund using cash left in the Milner Fund.
Presented by: Isaac Lee, Aaron Delgrande, Maddie Osborn, Noah White
Date Presented: 2/24/25
Investment decision:
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Presented by: Jack Perry, Elias Stewart, Tim Odjav, Kyler Zarate
Date Presented: 2/24/2025
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Presented by: Cole Wall, Austin Glenn, Andrew Rosen, Andrew Rosen
Date Presented: 02/10/2025
Investment decision:
Summary: A systematic strategy based on Peter Lynch’s investment philosophy involves focusing on companies with favorable management buys, a low PEG ratio, and strong ROIC. Over the past decade, such an approach delivered a total return of 381.14%, with a Sharpe ratio of 0.88 and a beta of 0.83. We recommend allocating $80,000 from the Milner Fund’s existing $210,000 in cash to implement this strategy. This move is expected to raise the fund’s overall beta from 0.68 to 0.73, while marginally adjusting the Sharpe ratio from 1.41 to 1.40.
Presented by: Chkie Stwell, Jack McCirmick, Jack Pollock, Noelle Kieffer
Date Presented: 1/13/2025
Summary: A modified “Rule of 40” strategy focuses on established, profitable tech companies, targeting high margins and ongoing revenue growth. Over the last decade, such an approach delivered a cumulative return of 1,217.6%. We recommend investing $75,000 in the School Fund for this strategy, financed by selling SPY to balance the resulting increase in beta. This move boosts the portfolio’s beta, Sharpe ratio, alpha, and expected return, while also elevating its exposure to the tech sector.
Presented by: Rachel Kloepfer, Alex Ramsay, Tristin Foster, Hance Dorsch
Date Presented: 01/13/2025
Summary: Idea – Strength in Aerospace & Defense sector moving into the coming
administration and geopolitical climate + impact of revenue stability fueled by
government contracting
Strategy – Aerospace and defense sector with high revenue and EPS ≥ 10
Historical Performance – Cumulative return of 316% vs SPX 242%; beta of 0.77
Recommendation – Buy $48.4k in School Fund allocating approx. 8k/stock
What to Sell – Utilize cash
Re-evaluation – After the fiscal year 2026 budget is released
Effect on Portfolio – Increases beta from 0.75 to 0.78 and expected return from
8.50% to 8.65%
Presented by: Issac Lee, Maddie Osborn, Aaron DelGrande, Noah White
Date Presented: 12/02/2024
Investment decision:
Summary: The SIFWay Surfers team presented this strategy to target financially strong companies that have recently engaged in buybacks by investing $75,000 from the school fund into 7 companies on 3/4/2024. We are recommending to keep and rebalance this strategy for its strong backtest results. However, due to updated ESG requirements, we propose rebalancing through the school fund, selling off the previous stocks from the ESG fund but keeping the ESGV investment in place.
Presented by: Jack Perry, Elias Stewart, Tim Odjav, Kyler Zarate
Date Presented: 12/02/2024
Investment decision:
Summary: At the beginning of 2024, Stratton Oakmont pitched a strategy focusing
on growth companies following specific Top 20 Percentile criteria. Using
Bloomberg’s Equity Screener, they filtered companies who were in the
Top 20 Percentile in Quarterly Basic EPS over 5 Year Average, Quarterly
Revenue Growth YoY, and Return on Common Equity. As the final filter
they screened for companies with a PEG Ratio ≤ 2. This left them with 8
companies: ACLS, GSHD, HEES, HRI, IDCC, LW, NVDA, and VVV. ~$50,000 equally invested.
Presented by: Chole Shewell, Jack McCormick, Jack Pollock, Noelle Kieffer
Date Presented: 11/18/2024
Investment decision:
Summary: This investment strategy leverages the semiconductor industry’s potential by capitalizing on technological advancements and governmental support while mitigating geopolitical risks. Companies were selected based on strong market capitalization and EBITDA, leading to a 10-year backtest return of 840.7%, which notably outperformed both the semiconductor index (737%) and the S&P 500 (263%). A total of $65,139.35 was allocated to these positions by divesting SPY holdings, though the execution was postponed due to delays in securing brokerage account access.
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Presented by: Cole Wall, Austin Glenn, Andrew Rosen, Robert Nathanson
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Presented by: Rachel Kloepfer, Alex Ramsay, Tristin Foster, and Hance Dorsch
Date Presented: 3/4/25
Investment decision: Invested $14,474
Summary: Our group chose to analyze Equinix (EQIX) due to its dominant role in the digital infrastructure sector,
facilitating secure data ecosystems for enterprises worldwide. Equinix benefits from the increasing
demand for AI, cloud computing, and digital transformation. With a high percentage of recurring revenue
and strong market positioning, the company is well-positioned to capitalize on the growing need for data
center infrastructure.
Presented by: Chloe Shewell, Jack Pollock, Jack McComick, Noelle Kieffer
Investment decision: Invested $100,000
Date Presented: 3/3/25
Summary: This strategy focuses on the Consumer Staples sector due to its historical resilience in periods of economic instability. Amid heightened concerns about inflation, rising interest rates, and geopolitical uncertainty (including tariffs and shifts in trade policy) we identified a strategic opportunity in companies providing essential goods. These companies tend to maintain consistent demand regardless of market cycles, offering potential for stable returns and downside protection. Additionally, the existing portfolio was underweight in this defensive sector, which created room for diversification.
Presented by: Isaac Lee, Aaron Delgrande, Maddie Osborn, Noah White
Date Presented: 2/24/25
Investment decision: Did Not Invest
Summary: We decided to research the Financial and Energy industries because of our interest in these growing industries and the growth associated with both. We found these industries compelling due to increasing energy demands driven by growth in AI and data centers, alongside expanding financial services. We also wanted to invest in Financials due to your limited position size in financial companies within Milner. Our goal was to target high-growth Financials and Energy companies with strong revenue and earnings expansion, efficient capital allocation, and disciplined reinvestment to drive sustained outperformance and shareholder value. The historical 10-year performance was 532.02% Return, 0.9 Sharpe, and 1.01 Beta. We pitched a $70K buy in the Milner Fund using cash left in the Milner Fund.
Presented by: Isaac Lee, Aaron Delgrande, Maddie Osborn, Noah White
Date Presented: 2/24/25
Investment decision: Did Not Invest
Summary: We decided to research the Financial and Energy industries because of our interest in these growing industries and the growth associated with both. We found these industries compelling due to increasing energy demands driven by growth in AI and data centers, alongside expanding financial services. We also wanted to invest in Financials due to your limited position size in financial companies within Milner. Our goal was to target high-growth Financials and Energy companies with strong revenue and earnings expansion, efficient capital allocation, and disciplined reinvestment to drive sustained outperformance and shareholder value. The historical 10-year performance was 532.02% Return, 0.9 Sharpe, and 1.01 Beta. We pitched a $70K buy in the Milner Fund using cash left in the Milner Fund.
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