Document Type
Paper
Publication Date
Fall 2023
Faculty Mentor
Elisheva Stern
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: fixed income, U.S. and international equities, real estate and commodities.
Recommended Citation
Alain, Will; Cardino, Billy; Causa, Tyler; Collins, Patrick; Cook, Bill; Grubbs, Cole; Hollander, Kieran; Hollick, Dylan; Minnichbach, Jared; Nenish, Alexandra; Pick, Jordan; Ransome, Kipp; Ransome, Kirk; Rosenfeld, Kyle; Sargent, Tyler; Scheller, Michael; Shilstone, Max; Trauger, McKade; and Troha, Nick, "UCIMCO Endowment Semi-Annual Presentation, Fall 2023" (2023). Business and Economics Presentations. 25.
https://digitalcommons.ursinus.edu/bus_econ_pres/25
Open Access
Available to all.
Included in
Economics Commons, Finance and Financial Management Commons, Portfolio and Security Analysis Commons
Comments
The downloadable file is a PowerPoint presentation.