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University of Alaska Fairbanks Student Investment Fund

University of Alaska Fairbanks Student Investment Fund. Friday, March 25 School of Management Business Advisory Council Presented By: Joey Shinn, Michele Stringham , Sean Breiner , Robert Hannum , Craig Wisen. Experiential Learning. Public speaking intensive course Peer evaluation

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University of Alaska Fairbanks Student Investment Fund

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  1. University of Alaska FairbanksStudent Investment Fund Friday, March 25 School of Management Business Advisory Council Presented By: Joey Shinn, Michele Stringham, Sean Breiner, Robert Hannum, Craig Wisen

  2. Experiential Learning

  3. Public speaking intensive course Peer evaluation Analytic and quantitative skills Applied learning Undergraduate research Internships Experiential Learning in SIF

  4. SIF Mission Statement The Student Investment Fund shall manage University of Alaska endowed funds in a professional manner in order to maximize risk-adjusted returns and provide experiential learning for UAF students

  5. Objectives & Guidelines • Outperform S&P 500 on a risk-adjusted basis • Monitor risk exposure • Long positions only • Fully Invested • Presentation driven: screening and valuation

  6. Portfolio Statistics • Well diversified portfolio: Approx. 40 positions • Current value approximately: $627,000 • Market Cap Avg.: $35.3 billion, Median: $24.1 billion • Market Cap Avg. of S&P 500: $22.8 billion, Median: $11.2 billion • Portfolio 3-year Beta: 0.88 • Portfolio 3-year Annualized Alpha: 2.99%

  7. Performance through 01/31/10

  8. SIF Best Performers

  9. SIF Worst Performers

  10. REIT Endowment Proposal • Goals • Expand experiential learning opportunities • Provide need and merit-based scholarships • Pioneer student managed REIT funds • Prepare for careers in real estate • Innovative way of improving life decisions involving real estate, management of debt, and retirement planning • Strategy • Focused class on managing a REIT fund • Follow established guidelines from SIF • Raise seed investment capital

  11. Real Estate Investment Trust (REIT) • Company that owns income producing properties • Majority of assets and income are tied to real estate • 90% of taxable income to shareholders in the form of dividends • Most remit 100% taxable income to shareholders and therefore pay very little corporate tax • Attractive dividend yields • Less historical price volatility than stocks

  12. REIT Benefits • Diversification • 38% average correlation with the S&P 500 since 1992 • Dividends • Stable and consistent income stream • Avg. yield 1986-2008: 7.4% • Liquidity • Traded primarily on NYSE • Performance • Refer to one-page handout • Transparency • Registered and regulated by the SEC

  13. REIT Performance

  14. Thank you!

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