Trading and Money Management in a Student-Managed Portfolio

ISBN-13: 9780123747556 / Angielski / Twarda / 2013 / 473 str.

Brian Bruce

Opis

Trading and Money Management in a Student-Managed Portfolio is a hands-on textbook for student-managed investment funds (SMIFs). The book presents the applied material that textbooks on portfolios and investments always overlook. Its focus on "how-to" questions summarizes the disciplines and skills necessary for trading. Covering equities, hedge funds and derivatives, and fixed income, it captures the breadth and detail necessary for developing and executing trading strategies. Developed specifically for SMIF courses, the book features calculations, examples, and software that help you move from talking about markets to taking positions in them.

• Methodically summarizes the disciplines and skills necessary for trading
• Teaches you to build a ranking model for securities and write a research report for a sell-side firm
• Covers equities, fixed income, derivatives, and hedge funds

Recenzje

"This textbook for advanced undergraduate and graduate students who participate in a student-managed portfolio is designed to fill the gap between traditional academic textbooks on investments and portfolio management, and practice-oriented books on specific investment strategies."-- ProtoView.com, March 2014 "The Bruce and Greene text provides a comprehensive toolkit for the practical management of a student managed investment fund, including many detailed examples taken from real world funds. It thoroughly covers all of the major topics in leading investments texts, but supplements theory with realistic practical application."-- Gary C. Sanger, Louisiana State University

Spis treści

Chapter 1: Investment Philosophy and Process

Chapter 2: Organization

Chapter 3: Security Selection

Chapter 4: Portfolio Construction

Chapter 5: Presentations

Chapter 6: Performance Evaluation and Reporting

Chapter 7: Tools

Chapter 8: Student Forums, Symposiums, and Competitions

Chapter 9: Student-Managed Funds: Present and Future

Appendix

O autorze

Mr. Brian R. Bruce has been the President, Chief Executive Officer, and Director of Hillcrest Asset Management, LLC since 2008 and has been its Chief Investment Officer since October 2007. Mr. Bruce served as a Director of Encap Investment & LCM Group Alternative Asset Management Center at Southern Methodist University from 2006 to 2010. He is a member of the Illinois State University College of Business Hall of Fame and a Visiting Professor of Investments at Baylor University. He was a Professor at Southern Methodist University's Cox Business School. Mr. Bruce is winner of the University of Chicago Graduate School of Business CEO Award and is Editor-in-Chief of Journal of Behavioral Finance. He received an M.B.A. from the University of Chicago, an M.S. in Computer Science from DePaul University and a B.S. in Business Administration from Illinois State University.