Persistent Link:
http://hdl.handle.net/10150/578900
Title:
An Analysis of Investment Strategies
Author:
Wolfarth, David Allen
Issue Date:
2015
Publisher:
The University of Arizona.
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.
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.
Type:
text; Electronic Thesis
Degree Name:
B.S.B.A.
Degree Level:
bachelors
Degree Program:
Honors College; Finance
Degree Grantor:
University of Arizona
Advisor:
Singh, Arvind

Full metadata record

DC FieldValue Language
dc.language.isoen_USen
dc.titleAn Analysis of Investment Strategiesen_US
dc.creatorWolfarth, David Allenen
dc.contributor.authorWolfarth, David Allenen
dc.date.issued2015en
dc.publisherThe University of Arizona.en
dc.rightsCopyright © 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.description.abstractThis 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.en
dc.typetexten
dc.typeElectronic Thesisen
thesis.degree.nameB.S.B.A.en
thesis.degree.levelbachelorsen
thesis.degree.disciplineHonors Collegeen
thesis.degree.disciplineFinanceen
thesis.degree.grantorUniversity of Arizonaen
dc.contributor.advisorSingh, Arvinden
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