UCIMCO Endowment Semi-Annual Presentation, Fall 2021

Authors

Kareem Elghawy, Ursinus CollegeFollow
Kyle Blaze, Ursinus College
Jeremy Calabro, Ursinus College
Ryan Carkhuff, Ursinus College
Jacob Connelly, Ursinus College
Christopher Craven, Ursinus College
Zachary Crebbin, Ursinus College
Olivia DeFusco, Ursinus College
Colin Holtzman, Ursinus CollegeFollow
Brooke Hurley, Ursinus College
Matthew McMahon, Ursinus College
Jared Minnichbach, Ursinus College
Zoey Nikolaou, Ursinus College
Jared O'Connell, Ursinus College
Erik Ojert, Ursinus CollegeFollow
Thomas Pancheri, Ursinus College
Christopher Porzelt, Ursinus College
Tyler Sargent, Ursinus College
Scott Sloan, Ursinus College
Storm Snape, Ursinus College
Matthew Snyder, Ursinus College
Matthew Tuley, Ursinus College

Document Type

Paper

Publication Date

Fall 2021

Faculty Mentor

Scott Deacle

Abstract

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.

Comments

The downloadable file is a poster presentation.

Recommended Citation

Elghawy, Kareem; Blaze, Kyle; Calabro, Jeremy; Carkhuff, Ryan; Connelly, Jacob; Craven, Christopher; Crebbin, Zachary; DeFusco, Olivia; Holtzman, Colin; Hurley, Brooke; McMahon, Matthew; Minnichbach, Jared; Nikolaou, Zoey; O'Connell, Jared; Ojert, Erik; Pancheri, Thomas; Porzelt, Christopher; Sargent, Tyler; Sloan, Scott; Snape, Storm; Snyder, Matthew; and Tuley, Matthew, "UCIMCO Endowment Semi-Annual Presentation, Fall 2021" (2021). Business and Economics Presentations. 23.
https://digitalcommons.ursinus.edu/bus_econ_pres/23