Major
Business Administration
Anticipated Graduation Year
2025
Access Type
Open Access
Abstract
The Economic Eagles Mutual Fund achieved a 6.7% portfolio return despite adhering to large-cap equities investment constraints. This presentation demonstrates our trading strategies across different sectors, which include valuation techniques such as Dividend Discount, Free Cash Flow to Equity, and technical analysis. Despite challenges such as sector volatility, our research-driven process allowed for informed investment decisions, including profitable trades in Nike and Microsoft. Key findings include the importance of diversifying strategies and adjusting to market changes. This program focuses on the practical application of portfolio management theory and team effort to produce good investment results.
Faculty Mentors & Instructors
Steven Todd
Creative Commons License
This work is licensed under a Creative Commons Attribution-Noncommercial-No Derivative Works 3.0 License.
Economic Eagles Mutual Fund
The Economic Eagles Mutual Fund achieved a 6.7% portfolio return despite adhering to large-cap equities investment constraints. This presentation demonstrates our trading strategies across different sectors, which include valuation techniques such as Dividend Discount, Free Cash Flow to Equity, and technical analysis. Despite challenges such as sector volatility, our research-driven process allowed for informed investment decisions, including profitable trades in Nike and Microsoft. Key findings include the importance of diversifying strategies and adjusting to market changes. This program focuses on the practical application of portfolio management theory and team effort to produce good investment results.