saint joseph s university the erivan k haub school of business student managed investments smi annual report december 2006 1 table contents portfolio team 2 introduction 3 performance 4 characteristics 7 i diversification and sector allocation ii style stock type 8 iii fundamental 10 selection process economic expectations 11 screening 12 factor weights model iv analysis 13 v technical 16 vi balancing 17 18 industrials telecommunications 21 energy 25 materials 28 utilities 31 financial 34 healthcare 37 consumer discretionary 40 information technology 43 staples 48 appendix 51 alexander covington patrick goldsmith kenron richards julian samuel derrick schneider eric thomson constantine yiambilis jiate zhang wall street trading room www sju edu hsb wstr our responsibility was to manage investment fund contributed 58 200 in mid 2004 000 at end this has grown 102 368 goal is outperform s&p 500 risks investing
