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Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
Blyth Fund Background
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Blyth Fund Background

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  1. Charles R. Blyth Fund Stanford’s Premier Investing Group
  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. 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. Current Portfolio Holdings 10/24/09 Alumni Homecoming Reunion 2009
  5. Past Portfolio Holdings 10/24/09 Alumni Homecoming Reunion 2009
  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. Performance in 2007 10/24/09 Alumni Homecoming Reunion 2009 Account Value in 2007
  8. Performance in 2008 10/24/09 Alumni Homecoming Reunion 2009 Account Value in 2008
  9. Performance in 2009 10/24/09 Alumni Homecoming Reunion 2009 Account Value in 2009
  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. 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. 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. 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. 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. 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. 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. 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. Dodge & Cox Visit 10/24/09 Alumni Homecoming Reunion 2009
  19. Fall 2009 Social Dinner 10/24/09 Alumni Homecoming Reunion 2009

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