Aug. 17, 2015

CONTACT:    Dr. Neil Terry, 806-651-2528, nterry@wtamu.edu

WTAMU’s Student Portfolio Managers Announce Stock Picks


CANYON, Texas—The Student-Managed Investment Fund (SMIF) portfolio managers at West Texas A&M University presented their purchase decisions at the 2015 College of Business Student Symposium, and the five stocks selected as buy opportunities cover five different sectors.  The selected stocks are:
• AON (AON)—Financial Services;
• Domtar (UFS)—Basic Materials;
• Lithia Motors (LAD)—Consumer Discretionary;
• Micron (MU)—Technology; and
• Southwestern Energy (SWN)—Energy.

Owing to a combination of performance and donations, the Student-Managed Investment Fund (SMIF) surpassed $1,000,000 in invested funds in 2015. During the prior year, the SMIF gained three percent more than the S&P 500 index. With a beta close to one, the SMIF performed slightly better than the market for the last four years. The fund is a blend with about 55 percent in growth and 45 percent in value. The majority is in large-cap stocks, with about 25-30 percent in large-cap growth and another 25-30 percent in large-cap value. The largest sector weights are information technology (18 percent), consumer discretionary (13 percent), financials (13 percent) and industrials (10 percent).

Through the Student-Managed Investment Fund, finance majors at WTAMU explore applied investing. Students manage a portfolio of funds and decide on stocks to purchase and sell with a goal of long-term growth. They learn investment fundamentals, valuation techniques and technical analysis. All finance majors explore one or more investment opportunities, which are forwarded to the student portfolio managers for consideration. Portfolio managers attempt to meet the dual objectives of increasing the long-run value of the portfolio combined with the short-run objective of providing student scholarships.

The 2015 Student Portfolio Managers are listed by hometown.

Don E. Boyd
Chelci Castilo

Hunter Ham
Tyler Young

Hongyu Li

Fabian Muller

Sahil Prasla

Vitaliy Skorodziyevskiy

Klemen Jereb

Texhoma, Okla.
Karina Acevedo

Texico, N.M.
Ethan Peterson

Phuc Nguyen

The 2015 SMIF scholarship awards range from $1,000 to $2,000 per student. The 2015 scholarship winners are:

• Paul Alongo, B.B.A. in marketing;
• Jamie Boyd, B.B.A. in marketing;
• Jordan Evans, B.B.A. in general business;
• Adriana Gallegos, M.B.A.;
• Alexander Korn, M.B.A. with management concentration;
• Michelle McFadden, M.B.A.;
• Baptiste Moreu, M.S. in finance and economics;
• Eric Mosley, B.B.A. in general business;
• Fabian Mueller, M.S. in finance and economics;
• Michaela Neuhaus, B.B.A. in general business;
• Phuc Nguyen, M.P.A.;
• Ethan Peterson, M.B.A. with healthcare concentration;
• Nicholas Shelton, M.B.A. with management concentration; and
• Christian Suthers, B.B.A. in general business.

The SMIF was honored to receive two donations during the first half of 2015. Dick Railsback gave 300 shares of Duke Energy, and Scott Doores gave $25,000. Both donations helped boost the value of the SMIF to more than $1,000,000.


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