The class and the Student Investment Fund’s management have both educational and investment goals. The educational goal is to enrich the students’ education by applying the academic knowledge to a real-life investment management experience. The broad investment goal is to outperform the Standard and Poor’s 500 index, taking a risk level very close to the risk of the index. The investment strategy is a top-down asset allocation, beginning with the analysis of the current macroeconomics environment, followed by industry analysis and allocation, and finishing with the security analysis and selection.
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