Lake Superior State University
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Alum Success

“LSSU gave me the educational and organizational tools to be able to succeed at those endeavors after college.”

Scott Shackleton '83

Former State House of Representatives

LSSU Outstanding Alumnus Award '05

School of Business

 

Student Organizations

Investment Club


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The Investment Club is one of many student organizations at Lake Superior State University. Since the club’s founding in 1999 students have gathered to enhance their knowledge of stock analysis, economic trends, global financial behavior, and stock portfolio management.

After a generous grant from the university, the Investment Club has been holding a portfolio of securities and cash which has seen numerous recessions and recoveries. The portfolio is purely student run and will continue to be as this presents opportunities for students to follow market data and conduct fundamental stock analysis under the advising of LSSU finance Faculty.

The club’s focus and mission is not only to learn more about stock investing, but to create and manage a portfolio that is competitive to the S&P 500 stock index. Students discuss and pick stocks which they think will outperform the S&P 500 on a risk adjusted basis to create a long term and sustainable portfolio for future students of Lake Superior State University.

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As of 2012, the club holds a portfolio of 14 different securities. Based on a MorningStar analysis of the portfolio, the club category as a combination of Large value, core, and growth securities. Stocks owned include General Electric, Home Depot, McDonalds, Johnson & Johnson and Apple.

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The club meets on Monday at 6:00 and Wednesday at 2:00 in the Student Organization Center.

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Click here for more pictures and stories.

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President:
  Nathan Stump
Vice-President:
  Andrew Althaus
Economic Faculty Advisor:

 

Bob Boston
rboston@lssu.edu

Finance Faculty Advisor:

 

Jerry Root, CFA
groot@lssu.edu


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