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THE GOLDEN GRIFFIN FUND
What it is Why it is relevant to you
By: Kenneth Kamholz
THE FINANCIAL MARKETS LAB & TECHNOLOGY
1234Bloomberg
Terminal
Television Networks Smart Board
Computer Stations
SO, WHAT EXACTLY IS THE GGF? It is a student-run, real-money investment fundStarted in 2003 with a $100,000 commitment
from the college’s endowment fund Now worth over $350,000
Portfolio currently consists of stock holdings in 29 companies
Benchmarked to the Russell 2500 Growth Index Small-mid market capitalization stocks Growth Stocks
Examples of companies that are held in the fund: Under Armour, Rite Aid, Toro, The Whitewave Foods Co., &
Polaris
THE STUDENTS’ REQUIREMENTS
Economics / Finance majors only Seniors with high grades in previous, especially
core, classes Must be enrolled in Equity Analysis by the start
of the GGF program Two-semester program Summer book report Mentor communication
STUDENTS’ ROLE AS ANALYSTSMonitor / research:
An assigned company The company’s industry Economy’s current and future state Economic indicator
Report monthly on the company Make a recommendation
PowerPoint Presentations Monthly monitor reports Periodic presentations on assigned economic indicator
WHY SHOULD YOU BE PROUD?
THE CFA INSTITUTE RESEARCH CHALLENGE
Student teams of 5 participantsPerform equity research on a company
Present reports & recommendation to panels of judgesStudents compete on the local, national,
& then international levelCanisius won the competition on April
17th 2015 Against 865+ universities from 70 countries
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