Here is the stock report packet of the IMCP (Investment Management Certificate Program) class of 2021 and here are their resumes. These are our second-year students who graduate in May 2021. The resumes of our first-year students in the class of 2022 is here. Investment professionals have called the stock reports “impressive.” They are the culmination of learning and work during the first semester of the investment program. Can you imagine how good these students become after four semesters (and a summer internship) of training and learning?

Students’ Fund Presentations

Students present on their investment approaches, performance, positioning, and risks of the three internal funds. They conclude each presentation with a security illustration that reflects their approaches; although, they make all of the fund decisions subject to oversight by the “client” (professional money managers) during three meetings per year and the director. May 2020 two-page summaries of each fund are here – Panther Value Fund, Milwaukee Growth Fund, Global Macro Fund. Presentations from May 2018 are here.

Historical Stock Research

Stock reports and pitches are listed below in alphabetical order by sector and company name.