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Investment Rationales

The Due Diligence Process

As contributing members of the SMIF, students perform rigorous fundamental analysis in order to make long-term value recommendations. Students analyze large-cap stocks and construct pricing models in order to identify value opportunities. The research results in student-produced stock reports that aid in the stock selection process. Students then present investment ideas to their peers using the pricing models and supplemental market research. The Buy/Sell/Hold recommendations allow students to sharpen their analysis skill sets while gaining experience pitching investment ideas.

Click on the links below to view samples of due diligence done by students.