Centers | AIM

Process

MBA Investment Fund Process

The MBA Investment Fund maintains a rigorous stock pitch process designed to give each manager in-depth experience in stock selection methodology. Each investment manager is required to do five formal stock pitches during their tenure. The pitching manager performs a detail analysis of the stock including:

  • Company profile
  • Target weighting
  • Industry and competitive conditions
  • Financials (historical, forecasted, and key ratios)
  • Investment merits
  • Investment risks
  • Valuation (discounted cash flow analysis and comparables)

After the detailed analysis is complete, the stock enters the formal approval process.

Page last updated: 5/16/2013