Persistent Link:
http://hdl.handle.net/10150/614166
Title:
CFA INSTITUTE RESEARCH CHALLENGE
Author:
SCHULTE, JESSICA JANE
Issue Date:
2016
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:
A traditional part of the portfolio management course at the University of Arizona's Eller College of Management, is that each year a team participates in the international CFA Institute Research Challenge. This challenge is an annual competition that permits university students around the world to gain intensive training and practice in financial analysis. Students work in teams of 4 or 5 over the course of a semester to research and analyze a publically traded company. This year we, along with all other schools participating in this competition were asked to value Sprouts. Being from the Southwest region, we and four other teams were further afforded the opportunity to speak with the CFO of Sprouts in addition to conducting our own research. Utilizing all the resources provided to us, we proceeded to develop a 10-page recommendation regarding our position on Sprouts' stock: buy, sell or hold. This competition culminated for our team in a verbal presentation given to a local panel of CFA Institute members which, when combined with our report score, afforded us second place. The remainder of this thesis report details the research and work involved in producing both the 10-page report and the presentation for this challenge.
Type:
text; Electronic Thesis
Degree Name:
B.S.
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.titleCFA INSTITUTE RESEARCH CHALLENGEen_US
dc.creatorSCHULTE, JESSICA JANEen
dc.contributor.authorSCHULTE, JESSICA JANEen
dc.date.issued2016-
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.abstractA traditional part of the portfolio management course at the University of Arizona's Eller College of Management, is that each year a team participates in the international CFA Institute Research Challenge. This challenge is an annual competition that permits university students around the world to gain intensive training and practice in financial analysis. Students work in teams of 4 or 5 over the course of a semester to research and analyze a publically traded company. This year we, along with all other schools participating in this competition were asked to value Sprouts. Being from the Southwest region, we and four other teams were further afforded the opportunity to speak with the CFO of Sprouts in addition to conducting our own research. Utilizing all the resources provided to us, we proceeded to develop a 10-page recommendation regarding our position on Sprouts' stock: buy, sell or hold. This competition culminated for our team in a verbal presentation given to a local panel of CFA Institute members which, when combined with our report score, afforded us second place. The remainder of this thesis report details the research and work involved in producing both the 10-page report and the presentation for this challenge.en
dc.typetexten
dc.typeElectronic Thesisen
thesis.degree.nameB.S.en
thesis.degree.levelBachelorsen
thesis.degree.disciplineHonors Collegeen
thesis.degree.disciplineFinanceen
thesis.degree.grantorUniversity of Arizonaen
dc.contributor.advisorSingh, Arvinden
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