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The Ursinus College Investment Management Company Newsletter, Fall 2023, Kaela Frenchman, Olivia Defusco, Jack Thompson
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
Ucimco Endowment Semi-Annual Presentation, Fall 2023, Will Alain, Billy Cardino, Tyler Causa, Patrick Collins, Bill Cook, Cole Grubbs, Kieran Hollander, Dylan Hollick, Jared Minnichbach, Alexandra Nenish, Jordan Pick, Kipp Ransome, Kirk Ransome, Kyle Rosenfeld, Tyler Sargent, Michael Scheller, Max Shilstone, Mckade Trauger, Nick Troha
Ucimco Endowment Semi-Annual Presentation, Fall 2023, Will Alain, Billy Cardino, Tyler Causa, Patrick Collins, Bill Cook, Cole Grubbs, Kieran Hollander, Dylan Hollick, Jared Minnichbach, Alexandra Nenish, Jordan Pick, Kipp Ransome, Kirk Ransome, Kyle Rosenfeld, Tyler Sargent, Michael Scheller, Max Shilstone, Mckade Trauger, Nick Troha
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. This presentation, by the endowment team, examines performance and investment philosophy while discussing selections in the portfolio including: fixed income, U.S. and international equities, real estate and commodities.
Ursinus College Women's Investment Fund, Fall 2023, Sarah Dilello, Emily Carkhuff, Katie Ciuffreda, Laura Bradley, Samantha Mallen, Carly Troilo, Camila Knipe, Isabella Scarpetti, Mayleigh Rickey, Carlie Shiller
Ursinus College Women's Investment Fund, Fall 2023, Sarah Dilello, Emily Carkhuff, Katie Ciuffreda, Laura Bradley, Samantha Mallen, Carly Troilo, Camila Knipe, Isabella Scarpetti, Mayleigh Rickey, Carlie Shiller
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. In 2020, a group of women students began to manage their own fund. This presentation reviews activities of the Fall 2023 semester and analyzes the stock performance of various companies including: Salesforce, InterDigital Inc., SPX Technologies, NextEra Energy and RenaissanceRe Holdings.
The Ursinus College Investment Management Company Newsletter, Spring 2023, Eric Parnell, Scott Deacle, Maureen Cumpstone, Ben Sjosten, Kaela Frenchman, Evan Coffrey
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
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
The Ursinus College Investment Management Company Newsletter, Spring 2022, Scott Deacle, Olivia Defusco, Peyton Vostenak, Stephen Schoenborn, Stevie Benson, Jake Rowland, Jeremy Calabro
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
Ucimco Stock Selection Semi-Annual Presentation, Fall 2021, Michael Buck, Stevie Benson, Walker Hamilton, Mason Jolivette, Harrison Lorenc, Devin Molina, Stephen Schoenborn, Jack Shimer, Mohammad Sufyan, John Wagner, Riley Yee
Ucimco Stock Selection Semi-Annual Presentation, Fall 2021, Michael Buck, Stevie Benson, Walker Hamilton, Mason Jolivette, Harrison Lorenc, Devin Molina, Stephen Schoenborn, Jack Shimer, Mohammad Sufyan, John Wagner, Riley Yee
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. This presentation, by the stock selection team, examines quarterly performance and strategy while discussing the most recent selections in the portfolio: Agios Pharmaceuticals, CubeSmart, Splunk and Nexstar Media Group.
Ucimco Endowment Semi-Annual Presentation, Fall 2021, Kareem Elghawy, Kyle Blaze, Jeremy Calabro, Ryan Carkhuff, Jacob Connelly, Christopher Craven, Zachary Crebbin, Olivia Defusco, Colin Holtzman, Brooke Hurley, Matthew Mcmahon, Jared Minnichbach, Zoey Nikolaou, Jared O'Connell, Erik Ojert, Thomas Pancheri, Christopher Porzelt, Tyler Sargent, Scott Sloan, Storm Snape, Matthew Snyder, Matthew Tuley
Ucimco Endowment Semi-Annual Presentation, Fall 2021, Kareem Elghawy, Kyle Blaze, Jeremy Calabro, Ryan Carkhuff, Jacob Connelly, Christopher Craven, Zachary Crebbin, Olivia Defusco, Colin Holtzman, Brooke Hurley, Matthew Mcmahon, Jared Minnichbach, Zoey Nikolaou, Jared O'Connell, Erik Ojert, Thomas Pancheri, Christopher Porzelt, Tyler Sargent, Scott Sloan, Storm Snape, Matthew Snyder, Matthew Tuley
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. This presentation, by the endowment team, examines performance and investment philosophy while discussing selections in the portfolio including: developed and emerging market equities, U.S. equities, corporate bonds, U.S. treasuries and U.S. real estate.
Ursinus College Women's Investment Management Company, Fall 2021, Maddy Sorokanych, Taylor Beaumont, Shelby Boyle, Laura Bradley, Olivia Defusco, Rachel Grossbauer, Jess Gutekunst, Rebecca Lewis, Alice Nathanson, Madelyn Nau, Ketlee Staz, Marcella Thanh-Guyet, Theodora Zeibekis
Ursinus College Women's Investment Management Company, Fall 2021, Maddy Sorokanych, Taylor Beaumont, Shelby Boyle, Laura Bradley, Olivia Defusco, Rachel Grossbauer, Jess Gutekunst, Rebecca Lewis, Alice Nathanson, Madelyn Nau, Ketlee Staz, Marcella Thanh-Guyet, Theodora Zeibekis
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. In 2020, a group of women students began to manage their own fund. This presentation reviews activities of the Fall 2021 semester and analyzes the stock performance of various companies including: Anthem, Inc., American Well Corporation, Netflix, Travel and Leisure Company, Cognizant Technology Solutions, Oshkosh and the Hershey Company.
The Ursinus College Investment Management Company Newsletter, Fall 2021, Scott Deacle, Maureen Cumpstone, Zachary Crebbin, Maddy Sorokanych, Michael Buck, Kareem Elghawy
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
Ursinus College Women's Investment Management Company, Taylor Beaumont, Shannon Blessing, Olivia Defusco, Julia Ewing, Angela Gervasi, Wendy Luo, Eve Peiffer, Becca Lewis, Ellie Templeton, Emily Benning, Rebecca Lam, Maddy Sorokanych, Theodora Zeibekis, Marcella Thanh-Guyet, Delanie Rogers
Ursinus College Women's Investment Management Company, Taylor Beaumont, Shannon Blessing, Olivia Defusco, Julia Ewing, Angela Gervasi, Wendy Luo, Eve Peiffer, Becca Lewis, Ellie Templeton, Emily Benning, Rebecca Lam, Maddy Sorokanych, Theodora Zeibekis, Marcella Thanh-Guyet, Delanie Rogers
Business and Economics Presentations
The Ursinus College Investment Management Company (UCIMCO) consists of groups of student analysts who manage endowment-style and stock selection funds on behalf of the college endowment. In 2020, a group of women students began to manage their own fund. This presentation reviews activities of the previous year and analyzes the stock performance of various companies including: Anthem, Inc., American Well Corporation, SNAP, Inc., Yatsen Holdings Ltd. and Yum China Holdings.
The Ursinus College Investment Management Company Newsletter, Spring 2021, Scott Deacle, George Psaradakis, Jacob Kang, Kareem Elghawy, Wendy Luo
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 Ursinus College Investment Management Company Newsletter, Fall 2020, Scott Deacle, George Psaradakis
The Ursinus College Investment Management Company Newsletter, Fall 2020, Scott Deacle, George Psaradakis
Investment Management Company Newsletter
Inside this issue:
Letter from Jacob Kang '21
Letter from Maureen Cumpstone '79
Letter from Johnny Myers '19
At a Glance
Investment Strategies
Endowment at Work
New at UCIMCO
Women's Fund
Investment Performance
Endowment Outlook
Stock Selection Picks
Women's Fund Picks
Our Team
Supporters
How to Contribute