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Long-Term Trend Position: Overview Portfolio Managers:

Long-Term Trend Position: Overview Portfolio Managers:. Initiated on: Modified on: Weight% of Regents Portfolio as of 9/19/2014: What does it hold? Investment Thesis. Long-Term Trend Position: Performance (as of 9/19/2014) Portfolio Managers:.

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Long-Term Trend Position: Overview Portfolio Managers:

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  1. Long-Term Trend Position:OverviewPortfolio Managers: • Initiated on: • Modified on: • Weight% of Regents Portfolio as of 9/19/2014: • What does it hold? • Investment Thesis

  2. Long-Term Trend Position:Performance (as of 9/19/2014) Portfolio Managers: Note – We’ll create an example in class and then post to the website

  3. Long-Term Trend Position:Over- or Underweighted in Regents Portfolio (as of 9/5/2014)Portfolio Managers: Note – We’ll create an example in class and then post to the website

  4. Long-Term Trend Position:HistoryPortfolio Managers: Note – We’ll create an example in class and then post to the website. This will be a backup slide in case the IAC asks a question about this kind of detail.

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