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Full-Text Articles in Business
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