The purpose of this course is to provide each student with real world and hands-on experience in security analysis and portfolio construction through the management of a Student Managed Investment Fund (SMIF). Students will gain practical experience in securities analysis and portfolio management. Students in this course perform analysis, make investment decisions on the real portfolio for the SMIF, evaluate the fund's performance, and report to external parties including the SMIF Advisory Board. Faculty and professional mentors will train students in the application of fundamental analysis, security selection, and performance evaluation through several lecture/workshop sessions. Increased interaction with the Green Bay area investment community through this class will provide enhanced learning opportunities and exposure to recent industry practices. Course may be repeated for credit; may be taken 3 times for a total of 9 credits. This course has been identified as a Cofrin School of Business High Impact Practice (HIP) course. HIPs are rigorous courses that include engaging teaching methods such as regular feedback, peer and faculty interaction, structured reflection, and application of knowledge.
P: FIN 343
Fall and Spring.