THE GOLDEN GRIFFIN FUND

What it is Why it is relevant to you

By: Kenneth Kamholz

THE FINANCIAL MARKETS LAB & TECHNOLOGY

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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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