Document Type

Syllabus

Publication Date

Spring 2024

Course Description

This course is designed to complement the material from the Investment Analysis course. Students will apply the tools they have learned to an actual investment portfolio, in real-time market conditions through security analysis and portfolio construction. Security analysis is the attempt to determine whether individual securities are correctly valued in the marketplace, e.g., it is the search for mispriced financial assets. Portfolio management is the process of combining securities into a portfolio tailored to the investor’s preferences and needs, monitoring that portfolio, and evaluating its performance. This course provides an opportunity to learn about both parts of the investment process. The whole class will partner with the DePauw Investment Group to manage both a portion of the DePauw University Endowment and a separate Herman Crown Investment Fund.

Student Outcomes

Upon completion of this course, the student will be able to:

  • explain the risk and return of various investment opportunities within an industry/sector,
  • conduct research necessary to construct and manage a portfolio,
  • present the accompanying analysis to a group of investors.

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