r.i.s.e competition presentation

13
Department of Finance PORTFOLIO MANAGEMENT TEAM

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A presentation of Georgia State\'s Robinson College of Business\'s student run Investment Portfolio for 2007 - 2008

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Page 1: R.I.S.E Competition Presentation

Department of

FinancePORTFOLIO MANAGEMENT TEAM

Page 2: R.I.S.E Competition Presentation
Page 3: R.I.S.E Competition Presentation

Faculty Advisor and Faculty Advisor and Compliance OfficerCompliance Officer

Bank of America Bank of America BrokerBroker

Chief Chief Investment Investment

OfficerOfficer

Chief Chief Fundamental Fundamental

AnalystAnalyst

Chief Risk Chief Risk AnalystAnalyst

Chief Chief Quantitative Quantitative

AnalystAnalyst

Chief Chief Economic Economic

AnalystAnalyst

Sector AnalystsSector Analysts

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ECONOMIC ANALYSIS

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Fact SheetDate:• Company: Ticker Symbol: • Current Price: _____ 52 Week Price Range: Div Yield:

Statistical Analysis• EPS (TTM): EPS 5 yr historical growth rate: • Consensus EPS estimates: ROE: ROA • PEG: P/E (TTM): P/E (forward): • Industry P/E (TTM): Industry EPS growth: • Cash: Cash Flow per share: • Debt/Assets: _ __ L-T Debt/Assets: Industry Debt Ratio: Price/Book:

• E/P: E/P Industry: • Market Capitalization: Asset Class: • Dividend Payout Ratio: Beta: __• % Insider Ownership: Institutional Ownership: ________• Interesting owners and % ownership:

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RETURN COMPARISON WITH BENCHMARK IN 2007

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