1 / 16

Villanova Equity Society

Villanova Equity Society. December 13, 2005. Welcome. Jaclyn Lepore Co-President Class of 2006 C&F: Finance, Accounting John DellaNoce Co-President Class of 2006 C&F: Accounting, Finance. Introduction. Our Organization Our Goals Our Structure Two Funds VU Large Cap VU Midcap

ibtesam
Download Presentation

Villanova Equity Society

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Villanova Equity Society December 13, 2005

  2. Welcome Jaclyn Lepore Co-President Class of 2006 C&F: Finance, Accounting John DellaNoce Co-President Class of 2006 C&F: Accounting, Finance Villanova Equity Society

  3. Introduction • Our Organization • Our Goals • Our Structure • Two Funds • VU Large Cap • VU Midcap • Investment Process • Future Plans Villanova Equity Society

  4. Our Organization • Villanova’s only student-run investment club • Re-launched in October 2005 • 50 Members • Open to all undergraduate students • Actively Manage Two Mock Funds • VU Large Cap Fund • VU Mid Cap Fund • Meet Weekly Villanova Equity Society

  5. Our Goals • Provide real world investment experience to undergraduates of all majors • Utilize classroom concepts with real investment decisions • Provide a fun and interactive environment • Understand what drives financial markets, security prices, and investment decisions. • Empower members to contribute and make investment decisions • Flat organizational structure • Each analyst responsible for a sub-industry • Help members to understand investment process • Key is managing expectations • Familiarize students with financial software in Applied Finance Lab. • To make Villanova students more competitive for internships and full-time positions Villanova Equity Society

  6. Organizational Structure Villanova Equity Society

  7. Sector Teams 5 Sector Teams per Fund Sector Captains • Responsible for each sector team • Present investment ideas to Chief Investment Officer Analysts • 2-5 analysts per team • Analyst entirely responsible for a sub-industry • Discuss investment ideas with sector team Villanova Equity Society

  8. Two Funds Villanova Equity Society

  9. Investment Process Analyst Level: Bottom-up fundamental approach • Understand the company’s business • Business segments, major products & services, major customers, trends within business and sector • Evaluate the strength of the company / Fundamental Analysis • Financial statement analysis • Growth prospects, earnings expectations • Valuation • Comparative Analysis • Simplified Approach - Identify companies with: • Lower valuations than industry, but comparable growth prospects • Similar or slightly higher valuations, but stronger earnings prospects Villanova Equity Society

  10. Investment Process Investment Committee Level: • Evaluate recommendations of analysts and sector team captains • Sector teams make recommendations to Chief Investment Officer • Decide sector weights based on macroeconomic factors • Portfolio Manager enters trades and monitors portfolio performance Villanova Equity Society

  11. Comp Sheets – Comparative Analysis Villanova Equity Society

  12. Villanova Equity Society

  13. Online Portfolio Tracking – Quicken.com Villanova Equity Society

  14. Weekly Meetings Group Discussion format in Applied Finance Lab • Weekly handout at meetings with model portfolio, performance summary, market information, and changes to portfolio • Portfolio Manager reviews performance and changes from prior week • Chief Investment Officer • Discusses economic information from prior week • Updates team on portfolio strategy • Sector captains • Discuss news, portfolio changes, and earnings within sector Villanova Equity Society

  15. Future Plans • Institutionalize our investment process • Receive funding • Transition from mock portfolio to real portfolio • Plan more speakers and events • Example: Annual NYSE trip, trip to trading floors, etc. • Continue to generate more excitement about investing • More students from different colleges of the university Villanova Equity Society

  16. Thank You Jackie and John Villanova Equity Society

More Related