•  Exceptional academic record •  Excellent problem solving and analytical abilities •  Strong work ethic and a drive for perfection •  Strong quantitative and technical / computer skills •  Effective oral and written communication skills •  Solid leadership and interpersonal skills •  Ability to perform under deadline pressure

ATKINS INVESTMENT GROUP

Atkins Investment Group is a student-run investment group overseeing the Wildcat Fund at the University of New Hampshire. The fund is comprised of 41 undergraduate students at the University of New Hampshire from a variety of majors. The Wildcat Fund launched on March 1, 2005 with $40k from a donation by Gerald Atkins. The group composition is currently 35% seniors, 45% juniors and 20% sophomores with an average GPA of 3.6/4.0.

Information as of March 6, 2015

GROUP OVERVIEW

FUND OVERVIEW

The Fund’s investment objective is to maximize long-term, risk-adjusted returns relative to the S&P 500 benchmark through the creation and management of a diversified portfolio. The group employs a top-down fundamental research process designed to repeatedly identify and investigate a specific thesis related to the global macroeconomic environment and look for the best risk/reward within individual sectors and industries to reflect such thesis in the portfolio. This top-down approach is combined with an in-depth, bottom-up analysis of individual companies to uncover undervalued investments and identify the metrics that will drive price realization. The Group’s risk management process is designed to enable the fund to weather periods of volatility until research is proven right or wrong, causing alpha, rather than beta, to be the primary driver of performance.

ANALYST ROLE REQUIREMENTS

GENERAL INFORMATION

Strategy Fundamental Long Equity

Regional Focus United States

AUM $ $215,000

Fund Inception March 1, 2005

CONTACT INFORMATION Nick Bagley Director of Recruiting Email: Nlb2019@unh.edu John Schwartz President Email: Jmu363@unh.edu

TOP TEN HOLDINGS

1 Apple Inc

2 American International Group

3 Becton Dickinson, Co

4 Blackstone Group LP

5 Halliburton Co.

6 Comcast Corporation

7 Hain Celestian, Inc

8 Take-Two Interactive

9 Proctor and Gamble

10 Capital one Financial

WHERE HAVE STUDENTS GONE

ATKINS INVESTMENT GROUP

Sector Research: •  Energy •  Materials •  Industrials •  Consumer Discretionary •  Consumer Staples •  Health Care •  Financials •  Information Technology •  Telecommunication Services •  Utilities •  Portfolio Strategy & Macro

ORGANIZATIONAL STRUCTURE

Officers: •  President •  Portfolio Manager •  Executive Vice President •  VP Operations •  VP External Affairs

ANALYST ROLE – DESCRIPTION

•  Meet twice weekly (Tuesday & Thursday from 12:40–2:00) to discuss existing and potential investments. •  Present recommendations to entire group two times per semester. •  Work closely with the Portfolio Manager, Strategy team and other sector analysts to help analyze potential investments and oversee sector holdings. •  Track, monitor and maintain information including company history, news releases, earnings reports and conference calls, sector and industry news and research. •  Build financial, earnings and valuation models to support investment recommendations. •  Present investment analyses and recommendations to entire group.

WHERE HAVE STUDENTS GONE

•  Alliance Bernstein •  Bank of America Merrill Lynch •  Barclays Capital •  Boston Consulting Group •  Cambridge Associates •  Canaccord Genuity •  Clayton, Dubilier & Rice •  Deutsche Bank •  Eaton Vance •  Ernst & Young •  Fidelity Investments •  GE Capital

•  Goldman Sachs •  JAT Capital Management •  Liberty Mutual •  Morgan Stanley •  Nomura Securities International •  PIMCO •  Prime Buchholz & Associates •  Raytheon Company •  SAC Capital Advisors •  State Street Bank & Trust •  The Boston Consulting Group •  Thomas Weisel Partners

Companies where AIG students have either had summer internships and/or permanent employment

ANALYST ROLE – QUALIFICATIONS

•  Exceptional academic record •  Excellent problem solving and analytical abilities •  Strong work ethic and a drive for perfection •  Team player, self-motivated and entrepreneurial •  Strong quantitative and technical / computer skills •  Strong data management and research skills

•  Effective oral and written communication skills •  Solid leadership and interpersonal skills •  Ability to perform under deadline pressure •  Superior attention to detail