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2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
2009 Marketing Presentation
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2009 Marketing Presentation

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GGF Information for 2009

GGF Information for 2009

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  • 1. Golden Griffin Fund Canisius College Golden Griffin Fund
  • 2. Golden Griffin Fund Background • Fund formed as an LLC in 2003 • Investors – Canisius endowment (2004) – Merchants Mutual (2007) • Commitments received from other investors
  • 3. Golden Griffin Fund Background • Financial Markets Lab – OM111 – Bloomberg Terminal - LCD Panels – Electronic Data Board - Electronic Ticker • Program developed by: – Nelson D. Civello, „67 – Dr. Richard Wall, CFA
  • 4. Golden Griffin Fund
  • 5. Golden Griffin Fund
  • 6. Golden Griffin Fund Current Fund Managers • • Brad Arcara Angelo Lozano • • Adam Bojanowski Shane McCarthy • • Chris Carpenter Susan McNeight • • Bela Horvath Mike Teruel • • Ryan Kovel Kevin Varin • Lizabeth Jezioro
  • 7. Golden Griffin Fund Investment Philosophy • Small and mid-cap stocks • Blend of growth and value styles • Long-term investment horizon
  • 8. Golden Griffin Fund Investment Philosophy (Continued) • Continuous portfolio management • Portfolio Benchmark - Russell 2500 Index – Comprised of small and mid cap companies – Blend of investment styles • Growth • Value • Core
  • 9. Golden Griffin Fund Objectives • Provide “real-world” learning environment • Introduce students to investment research and portfolio management • Intended to produce entry-level analysts with marketable skills • Portfolio performance - secondary
  • 10. Golden Griffin Fund Objectives (Continued) • Areas of educational focus – Capital Markets – Economy – Industry and Peer Group Analysis – Financial Statement Analysis – Valuation Models – Risk Factors – Presentation Skills
  • 11. Golden Griffin Fund Standards & Procedures • CFA Code of Ethics and Standards of Professional Conduct • Voting Procedures – Proxy Process – Managing Portfolio • Stock Monitor reports • M&A activity • Buy/Sell triggers
  • 12. Golden Griffin Fund GGF Program • Golden Griffin Fund I & II • Equity Analysis • Portfolio Theory • Options & Derivatives • Financial Institutions & Markets
  • 13. Golden Griffin Fund Application process • Begins after Mid-term of Fall semester • Application process includes producing a one page recommendation of a stock • One on One interview with the Director in the fund (How can GGF benefit you?)
  • 14. Golden Griffin Fund Transition Process • Committee assignments • Start Bloomberg Equity Certification • Assigned sector and monitor reports • Understanding the companies in the fund
  • 15. Golden Griffin Fund Fall Semester • Mentor assignment • Stock “screens” to identify potential investment opportunities for fund • Preliminary research • Mid-term presentation - 4 companies • Final presentation – 2 companies
  • 16. Golden Griffin Fund Spring Semester • Research Economic Indicators and Economy • Full Financial Statement Analysis – Peer Analysis – Cash Flow Analysis – Ratio Analysis – Risk Analysis • Complete Valuation Modeling – Market Multiples – Cash Flow Models – Dividend Models
  • 17. Golden Griffin Fund Spring Semester (Continued) • Final presentation with recommendation – Strong buy – Buy – Do not buy • Investment Committee discussion & voting • Accepted “buy” added to portfolio • Transition to new class
  • 18. Golden Griffin Fund GGF portfolio performance • Initial Investments: $125,000 • Total Market Value: $153,331 (8/31/2008) • Total Return Since Inception: 29.5% • YTD Return (2008): (2.9%) – Russell 2500: (4.8%) – S&P 500: (12.5%)
  • 19. Golden Griffin Fund GGF Winners & Losers • Winners – Airgas Inc. (ARG) – Church & Dwight (CHD) – NBTY Inc. (NTY) • Losers – LCA-Vision Inc. (LCAV) – Webster Financial (WBS) – American Eagle (AEO)
  • 20. Golden Griffin Fund Any questions about the Golden Griffin Fund please contact Professor Michael Piemonte, Director of the Golden Griffin Fund. piemontm@canisius.edu

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