Blyth Fund Background

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Blyth Fund Background

  1. 1. Charles R. Blyth Fund Stanford’s Premier Investing Group
  2. 2. Mission Statement <ul><li>To teach students fundamental research, pitching, and investing in a professional team atmosphere by actively managing a real 6-figure portfolio. Blyth Fund alumni should have a strong sense of investing and business fundamentals as well as a strong network of like-minded individuals once they graduate from Stanford. </li></ul>10/24/09 Alumni Homecoming Reunion 2009
  3. 3. Charles R. Blyth <ul><li>Charles R. Blyth formed Blyth, Witter & Co. with Dean Witter in 1914 </li></ul><ul><li>Blyth, Witter & Co. became Eastman Dillon Union Securities & Co. in 1972 </li></ul><ul><li>Eastman Dillon merged with Paine Webber in 1979 </li></ul><ul><li>Paine Webber merged with UBS in 2000 </li></ul>10/24/09 Alumni Homecoming Reunion 2009
  4. 4. Current Portfolio Holdings 10/24/09 Alumni Homecoming Reunion 2009
  5. 5. Past Portfolio Holdings 10/24/09 Alumni Homecoming Reunion 2009
  6. 6. Portfolio Statistics <ul><li>Initial Donation: $78,000 </li></ul><ul><li>Current Value: $136,041 </li></ul><ul><li>Highest Value (since ‘07): $208,151 </li></ul>10/24/09 Alumni Homecoming Reunion 2009
  7. 7. Performance in 2007 10/24/09 Alumni Homecoming Reunion 2009 Account Value in 2007
  8. 8. Performance in 2008 10/24/09 Alumni Homecoming Reunion 2009 Account Value in 2008
  9. 9. Performance in 2009 10/24/09 Alumni Homecoming Reunion 2009 Account Value in 2009
  10. 10. Director Introductions <ul><li>Patrick Hayes </li></ul><ul><ul><li>Houston, TX </li></ul></ul><ul><ul><li>MS&E </li></ul></ul><ul><ul><li>Energy, Insurance, Industrials </li></ul></ul><ul><ul><li>SAT Prep Company </li></ul></ul><ul><ul><li>Hiking, biking, outdoors </li></ul></ul>10/24/09 Alumni Homecoming Reunion 2009
  11. 11. Director Introductions <ul><li>Jon Kuo </li></ul><ul><ul><li>Shanghai, China </li></ul></ul><ul><ul><li>Econ Major & Statistics Coterm </li></ul></ul><ul><ul><li>TMT and Debt </li></ul></ul><ul><ul><li>Sales & Trading at Goldman </li></ul></ul><ul><ul><li>Espresso connoisseur </li></ul></ul>10/24/09 Alumni Homecoming Reunion 2009
  12. 12. Director Introductions <ul><li>Monte Malhotra </li></ul><ul><ul><li>Saratoga, CA </li></ul></ul><ul><ul><li>Econ Major </li></ul></ul><ul><ul><li>Published Young Investor’s Guide to Retiring Young </li></ul></ul><ul><ul><li>Real Estate Investing </li></ul></ul><ul><ul><li>Cisco Business Development </li></ul></ul><ul><ul><li>Football </li></ul></ul>10/24/09 Alumni Homecoming Reunion 2009
  13. 13. Director Introductions <ul><li>Raffi Mardirosian </li></ul><ul><ul><li>San Rafael, CA </li></ul></ul><ul><ul><li>Public Policy, Economics, Middle Eastern Languages </li></ul></ul><ul><ul><li>Medical Equipment & Alt Energy </li></ul></ul><ul><ul><li>BNP Paribas </li></ul></ul><ul><ul><li>Squash, sailing, hiking </li></ul></ul>10/24/09 Alumni Homecoming Reunion 2009
  14. 14. Director Introductions <ul><li>Erin Parker </li></ul><ul><ul><li>Baguio, Philippines </li></ul></ul><ul><ul><li>Econ Major & Math Minor </li></ul></ul><ul><ul><li>Healthcare / Pharma / FIG </li></ul></ul><ul><ul><li>Financial Technology Partners </li></ul></ul><ul><ul><li>Half marathon running and 19 th century literature </li></ul></ul>10/24/09 Alumni Homecoming Reunion 2009
  15. 15. Director Introductions <ul><li>Jonny Shea </li></ul><ul><ul><li>San Gabriel, CA </li></ul></ul><ul><ul><li>London School of Economics </li></ul></ul><ul><ul><li>Econ Major & Math Minor </li></ul></ul><ul><ul><li>Retail and Technology </li></ul></ul><ul><ul><li>Mutual Funds </li></ul></ul><ul><ul><li>Table Tennis, Fantasy Football, Basketball </li></ul></ul>10/24/09 Alumni Homecoming Reunion 2009
  16. 16. Director Introductions <ul><li>Dayu Yang </li></ul><ul><ul><li>Economics </li></ul></ul><ul><ul><li>REITs </li></ul></ul><ul><ul><li>Technical Analysis Team Leader </li></ul></ul><ul><ul><li>Poker, Photography, Traveling </li></ul></ul>10/24/09 Alumni Homecoming Reunion 2009
  17. 17. Advisory Committee <ul><li>Fouad Zakharia </li></ul><ul><ul><li>Paris, France </li></ul></ul><ul><ul><li>Genetics & Financial Math </li></ul></ul><ul><ul><li>Cornell Alum </li></ul></ul><ul><ul><li>Financials, Energy, FI </li></ul></ul><ul><ul><li>Financial modeling and valuation advisory </li></ul></ul>10/24/09 Alumni Homecoming Reunion 2009
  18. 18. Dodge & Cox Visit 10/24/09 Alumni Homecoming Reunion 2009
  19. 19. Fall 2009 Social Dinner 10/24/09 Alumni Homecoming Reunion 2009

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