Weekly Update - March 3, 2018

March 4, 2018

Portfolio as of 3-3-17 (Excel)

 

News / Updates

Leadership is working on inviting a CFA charter holder to talk to our organization about the designation, along with giving students insights about the investment business in the "real world." 

 

Portfolio Performance

Last week, SMIF's portfolio matched the benchmark's performance, both having a weekly return of -1.37%. Our equity section outperformed the benchmark by 27 bps, led by AMAT and STZ, partially offset by lackluster performance in our fixed income section stemming from our overweight to high yield and emerging markets.

 

(Performance attribution will be discussed in meeting)

 

Disclosure: Information and opinions contained in this post have been obtained or derived from sources believed to be reliable, but no guarantees can be made regarding accuracy of information provided by the original sources. All opinions expressed are subject to change without notice. This information is not tailored to the investment needs of any specific person and is provided for informational purposes only.

 

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