Major
School of Commerce
Anticipated Graduation Year
2025
Access Type
Open Access
Abstract
This paper illustrates the performance of DLTSG mutual fund, a Broker-Dealer sector fund, from September 19, 2024 to November 29, 2024. DLTSG mutual fund's return, alpha, tracking error and turnover, in addition to research on twenty-five market securities utilizing five different valuation models are included. This was performed as an engaged learning project for the FINC 345 Portfolio Management class.
Faculty Mentors & Instructors
Steven Todd, Associate Professor, Finance
Creative Commons License
This work is licensed under a Creative Commons Attribution-Noncommercial-No Derivative Works 3.0 License.
DLTSG Mutual Fund Invest Research Report
This paper illustrates the performance of DLTSG mutual fund, a Broker-Dealer sector fund, from September 19, 2024 to November 29, 2024. DLTSG mutual fund's return, alpha, tracking error and turnover, in addition to research on twenty-five market securities utilizing five different valuation models are included. This was performed as an engaged learning project for the FINC 345 Portfolio Management class.