Portfolios
Large-Cap Equity
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| Contents: |
Large-cap equities |
Start Value: | $10,000,000 USD | |
| Objective: | 1. To beat the S&P 500 index by 5% per annum. 2. To achieve a portfolio value of $10,000,000 or higher by May 1, 2009. |
Inception Date: | April, 2006 | |
| Strategy: | Portfolio Manager: | Keith Mundrick | ||
| Analysts: | All BIO members |
Small-Cap Mid-Cap (SMID) Equity
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Equities with market capitalizations < $8 billion |
Start Value: | $10,000,000 USD | |
| Objective: | To increase portfolio value to $11 million or greater by Jan. 1, 2010. |
Inception Date: | March, 2009 | |
| Strategy: | Portfolio Manager: | Keith Mundrick | ||
| Analysts: | Nick Brand Kate Miller Jacob Esker |
Energy & Commodities
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TBA |
Start Value: | $10,000,000 USD | |
| Objective: | Inception Date: | March, 2009 | ||
| Strategy: | Portfolio Manager: | Matt Plotner | ||
| Analysts: | Laura Dowling Kyle Salik Dan O'Connor |
International
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| Contents: |
TBA |
Start Value: | $10,000,000 USD | |
| Objective: | Inception Date: | March, 2009 | ||
| Strategy: | Portfolio Manager: | Luke Soltis | ||
| Analysts: |
Kyle O'Herron Garrett Mooney |
Yields, Treasuries & Currencies
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| Contents: |
TBA |
Start Value: | $10,000,000 USD | |
| Objective: | Inception Date: | March, 2009 | ||
| Strategy: | Portfolio Manager: | Bradley Myles | ||
| Analysts: |
Peter Roth Zachary Donzanti |