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Presentation Title

Constructing the Legacy Fund: An Application of Portfolio Theory

Student Presenter(s) and Advisor

Justin Fowler, Lake Forest CollegeFollow

Location

Young 320

Abstract

Mutual funds provide opportunities for small investors to gain from the advantages of professionally managed diversified portfolios for a relatively small minimum investment. I will construct an actively managed fund that focuses on 25 to 40 non-cyclical consumer staple stocks. In order to hedge against market risk, the fund will also invest in an inverse ETF or in put options on the S&P 500 Index fund. The research focuses on the strategies involved in selecting appropriate securities for my “Legacy Fund” as well as comparing fund returns to an appropriate benchmark index to see if the fund can outperform the market.

Presentation Type

Individual Presentation

Start Date

4-8-2014 9:00 AM

End Date

4-8-2014 10:20 AM

Panel

Panel: Investment Analysis, IPOs and Legacy Funds

Field of Study for Presentation

Finance

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Apr 8th, 9:00 AM Apr 8th, 10:20 AM

Constructing the Legacy Fund: An Application of Portfolio Theory

Young 320

Mutual funds provide opportunities for small investors to gain from the advantages of professionally managed diversified portfolios for a relatively small minimum investment. I will construct an actively managed fund that focuses on 25 to 40 non-cyclical consumer staple stocks. In order to hedge against market risk, the fund will also invest in an inverse ETF or in put options on the S&P 500 Index fund. The research focuses on the strategies involved in selecting appropriate securities for my “Legacy Fund” as well as comparing fund returns to an appropriate benchmark index to see if the fund can outperform the market.