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University of Alaska Fairbanks Student Investment Fund

University of Alaska Fairbanks Student Investment Fund. Friday, March 25 School of Management Business Advisory Council Presented By: Joey Shinn, Michele Stringham , Sean Breiner , Robert Hannum , Craig Wisen. Experiential Learning. Public speaking intensive course Peer evaluation

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University of Alaska Fairbanks Student Investment Fund

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  1. University of Alaska FairbanksStudent Investment Fund

    Friday, March 25 School of Management Business Advisory Council Presented By: Joey Shinn, Michele Stringham, Sean Breiner, Robert Hannum, Craig Wisen
  2. Experiential Learning
  3. Public speaking intensive course Peer evaluation Analytic and quantitative skills Applied learning Undergraduate research Internships Experiential Learning in SIF
  4. SIF Mission Statement The Student Investment Fund shall manage University of Alaska endowed funds in a professional manner in order to maximize risk-adjusted returns and provide experiential learning for UAF students
  5. Objectives & Guidelines Outperform S&P 500 on a risk-adjusted basis Monitor risk exposure Long positions only Fully Invested Presentation driven: screening and valuation
  6. Portfolio Statistics Well diversified portfolio: Approx. 40 positions Current value approximately: $627,000 Market Cap Avg.: $35.3 billion, Median: $24.1 billion Market Cap Avg. of S&P 500: $22.8 billion, Median: $11.2 billion Portfolio 3-year Beta: 0.88 Portfolio 3-year Annualized Alpha: 2.99%
  7. Performance through 01/31/10
  8. SIF Best Performers
  9. SIF Worst Performers
  10. REIT Endowment Proposal Goals Expand experiential learning opportunities Provide need and merit-based scholarships Pioneer student managed REIT funds Prepare for careers in real estate Innovative way of improving life decisions involving real estate, management of debt, and retirement planning Strategy Focused class on managing a REIT fund Follow established guidelines from SIF Raise seed investment capital
  11. Real Estate Investment Trust (REIT) Company that owns income producing properties Majority of assets and income are tied to real estate 90% of taxable income to shareholders in the form of dividends Most remit 100% taxable income to shareholders and therefore pay very little corporate tax Attractive dividend yields Less historical price volatility than stocks
  12. REIT Benefits Diversification 38% average correlation with the S&P 500 since 1992 Dividends Stable and consistent income stream Avg. yield 1986-2008: 7.4% Liquidity Traded primarily on NYSE Performance Refer to one-page handout Transparency Registered and regulated by the SEC
  13. REIT Performance
  14. Thank you!
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