Digital Commons Network^™

The Ursinus College Investment Management Company Newsletter, Fall 2023, Kaela Frenchman, Olivia Defusco, Jack Thompson

Investment Management Company Newsletter

Inside this issue:

At a Glance

Letter from Kaela Frenchman '24 and Olivia DeFusco '24

Letter from Jack Thompson '24

Honoring Dr. Scott Deacle and Investment Team Updates

UCIMCO Investment Performance and Analysis

Endowment Outlook

Stock Selection Picks

Women's Fund Picks

Our Teams

Thank You!

How to Contribute

Investment Policy Statement UCIMCO Endowment

Investment Policy Statement UCIMCO Stock Selection

Investment Policy Statement UCIMCO Women's Fund

The Ursinus College Investment Management Company Newsletter, Spring 2023, Eric Parnell, Scott Deacle, Maureen Cumpstone, Ben Sjosten, Kaela Frenchman, Evan Coffrey

Investment Management Company Newsletter

Inside this issue:

At a Glance

Letter from Ben Sjosten '23

Letter from Kaela Frenchman '24

Letter from Evan Coffrey '24

Investment Team Strategies and Updates

UCIMCO Investment Performance and Analysis

Endowment Outlook

Stock Selection Picks

Women's Fund Picks

Our Teams

Thank You!

How to Contribute

Investment Policy Statement UCIMCO Endowment

Investment Policy Statement UCIMCO Women's Fund

Investment Policy Statement UCIMCO Stock Selection

The Ursinus College Investment Management Company Newsletter, Fall 2022, Scott Deacle, Maureen Cumpstone, Jess Gutekunst, Michael Magargee

Investment Management Company Newsletter

Inside this issue:

At a Glance

Letter from Jessica Gutekunst '23

Letter from Michael Magargee '23

Investment Team Strategies and Updates

UCIMCO Investment Performance and Analysis

Endowment Outlook

Stock Selection Picks

Women's Fund Picks

Our Teams

Thank You!

How to Contribute

Investment Policy Statement UCIMCO Endowment

Investment Policy Statement UCIMCO Stock Selection

An Exploration Of A Year At The Ursinus Food Forest, Victoria Bearden

Environment and Sustainability Presentations

The Ursinus Food Forest began a commitment to a new form of sustainable land management at Whittaker Environmental Research Station. This management integrates lessons from urban agriculture, urban forestry, and agroforestry (see Clark & Nichols 2013) with principles of permaculture (Jacke et al 2005). Begun in 2017, and this past fall marked 2 years since the planting of phase one in 2019. In the fall of 2021 students, faculty, facilities, and volunteers planted the second phase of the food forest site, which added 7 new food producing species. Including this, many projects were created to enhance the site throughout the …

The Ursinus College Investment Management Company Newsletter, Spring 2022, Scott Deacle, Olivia Defusco, Peyton Vostenak, Stephen Schoenborn, Stevie Benson, Jake Rowland, Jeremy Calabro

Investment Management Company Newsletter

Inside this issue:

Letter from Olivia DeFusco '24

Letter from Peyton Vostenak '22

At a Glance

Investment Team Strategies and Updates

UCIMCO Research

UCIMCO Investment Performance and Analysis

Endowment Outlook

Stock Selection Picks

Women's Fund Picks

Our Teams

Thank You!

How to Contribute

The Ursinus College Investment Management Company Newsletter, Fall 2021, Scott Deacle, Maureen Cumpstone, Zachary Crebbin, Maddy Sorokanych, Michael Buck, Kareem Elghawy

Investment Management Company Newsletter

Inside this issue:

Letter from Madelynn Sorokanych '22

Letter from Michael Buck '22

At a Glance

Investment Strategies

Endowment at Work

UCIMCO Updates

Notable Trends

Semester Investment Performance

Endowment Outlook

Stock Selection Picks

Women's Fund Picks

Our Team

Special Thanks

Supporters

How to Contribute

Freedom Of Speech At Ursinus College, Benjamin Henwood

Business and Economics Summer Fellows

Freedom of speech is a hot topic issue on many college campuses across the United States. My research project’s goal is to find out how our community at Ursinus College feels about freedom of speech. My project is going to explore how well Ursinus holds itself to its standards of free and open inquiry and how the students on campus feel about free and open inquiry. In order to understand how the community feels about free speech on our campus, we borrowed a survey from the Foundation of Individual Rights in Education and distributed it to roughly half of the …

My Bonner Journey, Hannah Merges

Bonner Presentations

The mission of the Bonner Program is to transform the lives of students and members, their campuses, their local communities, and the world through service and leadership. The Bonner Program is designed to heighten the overall education students and members receive by asking them to engage in ongoing service work and helping them develop the experience, skills, knowledge, and values necessary to make that work meaningful and lasting. In this presentation, Hannah Merges describes the people and experiences which were most meaningful to her throughout her years in the Bonner Program at Ursinus College.

My Bonner Journey, Jadidsa Perez

Bonner Presentations

The mission of the Bonner Program is to transform the lives of students and members, their campuses, their local communities, and the world through service and leadership. The Bonner Program is designed to heighten the overall education students and members receive by asking them to engage in ongoing service work and helping them develop the experience, skills, knowledge, and values necessary to make that work meaningful and lasting. In this presentation, Jadidsa Perez describes the people and experiences which were most meaningful to her throughout her years in the Bonner Program at Ursinus College.

Commitment And Connection Through Bonner, Emily Harris

Bonner Presentations

The mission of the Bonner Program is to transform the lives of students and members, their campuses, their local communities, and the world through service and leadership. The Bonner Program is designed to heighten the overall education students and members receive by asking them to engage in ongoing service work and helping them develop the experience, skills, knowledge, and values necessary to make that work meaningful and lasting. In this presentation, Emily Harris describes the people and experiences which were most meaningful to her throughout her years in the Bonner Program at Ursinus College.

The Ursinus College Investment Management Company Newsletter, Spring 2021, Scott Deacle, George Psaradakis, Jacob Kang, Kareem Elghawy, Wendy Luo

Investment Management Company Newsletter

Inside this issue:

Letter from Kareem Elghawy '22

Letter from Wendy Luo '21

At a Glance

Investment Strategies

Endowment at Work

UCIMCO Updates

Fall Semester Investment Performance

Endowment Outlook

Stock Selection Picks

Women's Fund Picks

Our Team

Supporters

How to Contribute

The Grizzly Details, November 2020, Staff Assembly

Staff Assembly Newsletter

This is the Winter 2020 edition of the Ursinus College Staff Assembly newsletter, "The Grizzly Details."

Digital Commons Report For Fiscal Years 2017-18 Through 2019-20, Andy Prock

Library Publications and Presentations

This report studies the growth of Ursinus College's institutional repository over a three year period. It includes readership statistics, growth activity and a collections analysis. It also discusses opportunities for the repository to support the curriculum and mission of Ursinus College.

Senior Bonner Reflection, Emily Shiplett

Bonner Presentations

The mission of the Bonner Program is to transform the lives of students and members, their campuses, their local communities, and the world through service and leadership. The Bonner Program is designed to heighten the overall education students and members receive by asking them to engage in ongoing service work and helping them develop the experience, skills, knowledge, and values necessary to make that work meaningful and lasting. In this presentation, Emily Shiplett describes the people and experiences which were most meaningful to her throughout her years in the Bonner Program at Ursinus College.

Bonner Impact, Emily Thomas

Bonner Presentations

The mission of the Bonner Program is to transform the lives of students and members, their campuses, their local communities, and the world through service and leadership. The Bonner Program is designed to heighten the overall education students and members receive by asking them to engage in ongoing service work and helping them develop the experience, skills, knowledge, and values necessary to make that work meaningful and lasting. In this presentation, Emily Thomas describes the people and experiences which were most meaningful to her throughout her years in the Bonner Program at Ursinus College.

My Bonner Journey, Allison Degerlia

Bonner Presentations

The mission of the Bonner Program is to transform the lives of students and members, their campuses, their local communities, and the world through service and leadership. The Bonner Program is designed to heighten the overall education students and members receive by asking them to engage in ongoing service work and helping them develop the experience, skills, knowledge, and values necessary to make that work meaningful and lasting. In this presentation, Allison DeGerlia describes the people and experiences which were most meaningful to her throughout her years in the Bonner Program at Ursinus College.

My Bonner Experience, Noel Mccampbell

Bonner Presentations

The mission of the Bonner Program is to transform the lives of students and members, their campuses, their local communities, and the world through service and leadership. The Bonner Program is designed to heighten the overall education students and members receive by asking them to engage in ongoing service work and helping them develop the experience, skills, knowledge, and values necessary to make that work meaningful and lasting. In this presentation, Noel McCampbell describes the people and experiences which were most meaningful to her throughout her years in the Bonner Program at Ursinus College.

The Ursinus College Investment Management Company Newsletter, Spring 2020, Scott Deacle, Johnathan Myers

Investment Management Company Newsletter

Inside this issue:

Letter from Professor Scott Deacle

Letter from Johnny Myers '19

At a Glance

Investment Strategies

Endowment at Work

New at UCIMCO

Investment Performance

Endowment Fund Outlook

Stock Selection Fund Picks

Our Team

Supporters

How to Contribute

The Grizzly Details, March 2020, Staff Assembly

Staff Assembly Newsletter

This is the Spring 2020 edition of the Ursinus College Staff Assembly newsletter, "The Grizzly Details."

The Grizzly Details, November 2019, Staff Assembly

Staff Assembly Newsletter

This is the Winter 2019 edition of the Ursinus College Staff Assembly newsletter, "The Grizzly Details."

The Ursinus College Investment Management Company Newsletter, Fall 2019, Scott Deacle

Investment Management Company Newsletter

Inside this issue:

What's New?

Women-in-Finance Program

What are "They" Saying?

New York Field Trip

2019 Fund Performance

Supporters

The Ursinus College Investment Management Company Newsletter, Spring 2019, Scott Deacle, Isaac Abrams, Paul Cottam, Elvi Sopiqoti, Wilbert Diaz, Johnny Myers

Investment Management Company Newsletter

Inside this Issue:

What's New?

Brief History of Ursinus

What Our Newest Students are Saying

What are "They" Saying?

Vanguard Field Trip

2019 Fund Performance

Looking Forward

Fundraising & Gallery

The Grizzly Details, February 2019, Staff Assembly

Staff Assembly Newsletter

No abstract provided.

The Grizzly Details, November 2018, Staff Assembly

Staff Assembly Newsletter

No abstract provided.

Ursinus College Student-Managed Investment Fund Prospectus, Fall 2018, Paul Cottam, Shelby Boyle, Tim Carroll, Samantha Crossan, Joseph Heasley, Jake Kang, Thomas Kelly, Chris Moreno, Johnathan Myers, Steve Palis, Daan Slaats, Parker Wolf, Chenyu Yin

Ursinus Student-Managed Investment Fund Prospectus

This prospectus contains a performance summary for previous stocks and endowment funds as well as strategy and analysis for the following new stocks in the managed fund: American Woodmark Corporation, Comtech Telecommunications Corp. and LGL Group, Inc.

Ursinus College Student-Managed Investment Fund Newsletter, Fall 2018, Isaac Abrams, Liam Close, Thomas Reinhart, Daan Slaats

Investment Management Company Newsletter

Inside this issue:

What's New?

Brief History of Ursinus

What our Newest Students are Saying

What are "They" Saying?

2018 Fund Performance

Allianz Field Trip

Looking Forward

The Grizzly Details, September 2018, Staff Assembly

Staff Assembly Newsletter

No abstract provided.

Dr. Harold C. Smith Fund Of Ursinus College Official Prospectus, April 24, 2018, Johnathan Myers, Daan Slaats, Christian D'Ascenzo, Jonathan Guba, Parker Wolf, Sam Sjosten, Haley Sturla, Scott Deacle

Ursinus Student-Managed Investment Fund Prospectus

This prospectus contains investment strategy and performance for the following stocks in the managed fund: Garmin Ltd., Masimo, Micron Technologies, SEI Investments, Waste Management and Stamps.com.

Ursinus College Investment Club Newsletter, Spring 2018, Haley Sturla, Johnathan Myers, Scott Deacle

Investment Management Company Newsletter

Inside this issue:

A Note to Our Readers and Donor Recognition

Quantitative Strategies with Matt Yuros ’12, TFS Capital

Inside Institutional Investments with Michael Fleming ’97, Vanguard

Bitcoin: Is It A Bubble? with Dr. William Luther, Kenyon College

Portfolio Performance, the First Year

Looking Forward

The Grizzly Details, March 2018, Staff Assembly

Staff Assembly Newsletter

No abstract provided.