1. The Ursinus College Investment Club Johnathan Myers Ben Klybor
Isaac Abrams
Daan Slaats
Parker Wolf
Sam Sjosten
Brendan Werner
Christian D’Ascenzo
Jonathan Guba
Dr. Scott Deacle
/ President
/ Vice President
/ Secretary
/ Treasurer
/ Public Relations
/ Analyst
/ Academic Advisor

2. Presentation Agenda Overall Performance Sales and Buys
Portfolio Allocation
Membership Growth
Recent Experiences and Future Opportunities
Johnny

3. Overall Performance
16.69% Return on investment, 13.9% return on portfolio
WalMart has earned 33.59% returns since purchase
Garmin has earned 21.68% returns since purchase
Daan

4. Sales Enanta Pioneer ENTA + 25.81%
No reason to stay with risky biotech
Believed value had been fully realized
Pioneer
PXD %
Debt too much of a burden
Stock price too dependent on price of oil
ENTA→ Ben
PXD→ Sam

5. Holds Walmart Garmin WMT + 33.59%
Steady growth through the purchase of smaller companies
Growth of online retail
Expansion into developing countries.
Garmin
GRMN %
Has shown major growth in the wearables market
Provided innovation and adaptation into new markets
High operating returns over five years
WMT→ Parker
GRMN → Isaac

6. Buys Masimo Corporation (MASI) Stoneridge (SRI)
Innovative operations, new devices
Strong financials, healthy balance sheet
Hospitals should continue to demand devices with new technology
Stoneridge (SRI)
Low P/E ratio compared to its industry
Solid balance sheet, cash on hand
Expand market share through strategic M&As and innovative, high-end quality products around the globe
MASI→ Parker
SRI→ Daan (&Christian)

7. Buys (p. 2) Micron Technologies (MU)
Capable of new innovation and consistently creating new products
Solid and stable financial statements
Operates within important industry of semiconductor sector
MU→ Isaac

8. Sam

9. Sam

10. Membership Growth
The Investment Club saw increased interest and added new members, ranging from freshmen to seniors. New club members participated in activities like industry research, presentation of data, and selection of stocks for final portfolio.
Johnny

11. Wachenheim Field Trip
The Investment Club met Edgar Wachenheim III, CEO of Greenhaven Associates, and author of Common Stocks, Common Sense, which officers read upon joining the Investment Club.
Isaac

12. Joining the Economics Department
We are exploring the possibility of turning the Smith Fund into an experiential learning course offered by the Business and Economics Department. Students can immerse themselves in fund management education, actively fundraise, and learn about careers in the finance industry.
Johnny

13. Thank You