1. Meeting of the Lamar University Foundation
April 23, 2013

2.  Initial allocation $250,000 in January 2009
 Sector teams
 Top down analysis
 Mid-cap and large cap domestic equities
 In conjunction with two graduate classes:
◦ Fall FINC 5350 (Cases in Finance)
◦ Spring FINC 5340 (Investments)

3.  Center opened in Fall 2011
 31 compuers with dual screens
 Security analysis software (NetAdvantage,
Research Insight, CRSP, Economagic)
 Interactive data wall
 Two flat panel TVs (Bloomberg and CNBC)
 Advanced finance classes

4.  2012 Annual Performance
 Best Performers
 Worst Performers
 What SMIF Students Learn
 Discussion

5.  SMIF Annual Return 11.10%
 S&P 500 Annual Return 16.00%
-5.00%
0.00%
5.00%
10.00%
15.00%
2012 Quarterly Portfolio Performance
SMIF
S&P 500

6. Telecom
Serv
3%
Materials
4%
Utilities
3%
Info Tech
19%
Financials
16%
Cons Staples
11%
Industrials
10%
Cons Disc
11%
Healthcare
12%
Energy
11%
S&P 500
Telecom
Serv
4%
Materials
2%
Utilities
3%
Info Tech
20%
Financials
14%
Cons Staples
12%
Industrials
11%
Cons Disc
11%
Healthcare
11%
Energy
12%
SMIF

7.  TJX Companies (TJX)
◦ Long Term Gain of 107.75%
 Johnson & Johnson (JNJ)
◦ Gain of 31.93%
 Biogen Idec Inc. (BIIB)
◦ Gain of 31.19%
 AT&T (T)
◦ Gain of 29.8%

8.  Amazon.com Inc. (AMZN)
◦ Sold 2/15/12, 16.07% loss
 Anadarko Petroleum Corporation (APC)
◦ Sold 5/14/12, 13.06% loss
 Intel Corp. (INTC)
◦ Sold 9/13/12, 10.0% loss
 Apple Inc. (AAPL)
◦ Sold 12/05/12, 9.64% loss

9.  Sector Analysis (Group Project)
◦ Multiple regression of sector SPDR returns against
economic factors
◦ Written report and presentation
◦ Sector allocation (+/- 5% of S&P weight)

10.  Company Analysis (Individual Project)
◦ Buy/Sell sheet (owned or formerly owned co)
 Five forms of valuation
 Ratio comparisons with competitors
 Recommend Buy/Sell/Hold
◦ Detailed company report (another company)
 Buy/sell sheet for another company
 Presentation
 Recommend buy/sell/hold
 Allocation of companies for sector

11.  Three MBA students and Dr. Thompson
attended the G.A.M.E. Conference in New
York from April 4th to 6th, 2013.
◦ Based on 2012 performance, and for the third year
in a row Lamar SMIF placed first in the graduate
level value fund. Other graduate level winners were
Fordham University for growth and Rice University
for core portfolios.
◦ Thursday: panel discussions from Wall Street
notables ( Abby Joseph Cohen, Guy Adami, and
others)

12.  Friday: Break out sessions in areas such as forensic
accounting, option volatility, socially innovative
investing, portfolio management, and the new
psychology of risk and uncertainty.
 Saturday, career orientations