An Analysis of Investment Strategies
| dc.contributor.advisor | Singh, Arvind | en |
| dc.contributor.author | Wolfarth, David Allen | |
| dc.creator | Wolfarth, David Allen | en |
| dc.date.accessioned | 2015-09-29T21:29:37Z | en |
| dc.date.available | 2015-09-29T21:29:37Z | en |
| dc.date.issued | 2015 | en |
| dc.identifier.citation | Wolfarth, David Allen. (2015). An Analysis of Investment Strategies (Bachelor's thesis, University of Arizona, Tucson, USA). | |
| dc.identifier.uri | http://hdl.handle.net/10150/578900 | en |
| dc.description.abstract | This thesis discusses two separate lectures conducted by investment professionals for the students of FIN 498H Applied Investment Management at the University of Arizona's Eller College of Management. Both lectures focused on stock-picking strategies, but offered different approaches to investing. As a University of Arizona alumnus and Financial Advisor for Merrill Lynch in Tucson, Ken Morris exposes common investment pitfalls and suggests criteria for a concentrated equity portfolio. His main suggestion is to maintain a long-term investment horizon and hold a concentrated basket of companies that feature a sustainable competitive advantage at a margin of safety. As a hedge fund manager, CFA, and MBA from the GSB, Peter Brimm reveals his exhaustive and meticulous investment research process that he uses to make large bets on only a few stocks. | |
| dc.language.iso | en_US | en |
| dc.publisher | The University of Arizona. | en |
| dc.rights | Copyright © is held by the author. Digital access to this material is made possible by the University Libraries, University of Arizona. Further transmission, reproduction or presentation (such as public display or performance) of protected items is prohibited except with permission of the author. | en |
| dc.rights.uri | http://rightsstatements.org/vocab/InC/1.0/ | |
| dc.title | An Analysis of Investment Strategies | en_US |
| dc.type | text | en |
| dc.type | Electronic Thesis | en |
| thesis.degree.grantor | University of Arizona | en |
| thesis.degree.level | bachelors | en |
| thesis.degree.discipline | Honors College | en |
| thesis.degree.discipline | Finance | en |
| thesis.degree.name | B.S.B.A. | en |
| refterms.dateFOA | 2018-07-17T20:19:21Z | |
| html.description.abstract | This thesis discusses two separate lectures conducted by investment professionals for the students of FIN 498H Applied Investment Management at the University of Arizona's Eller College of Management. Both lectures focused on stock-picking strategies, but offered different approaches to investing. As a University of Arizona alumnus and Financial Advisor for Merrill Lynch in Tucson, Ken Morris exposes common investment pitfalls and suggests criteria for a concentrated equity portfolio. His main suggestion is to maintain a long-term investment horizon and hold a concentrated basket of companies that feature a sustainable competitive advantage at a margin of safety. As a hedge fund manager, CFA, and MBA from the GSB, Peter Brimm reveals his exhaustive and meticulous investment research process that he uses to make large bets on only a few stocks. |
