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Fall 2013 Outlook

Fall 2013 Outlook. Michael Hudson (SFD), Jon LeBoutillier (SMD). The Portfolio. Total assets (August 19): $951,742 Total assets (January 1): $854,910 Year to date performance: +12.18% S&P 500 performance: +15.19%. Commentary of Portfolio Performance.

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Fall 2013 Outlook

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  1. Fall 2013 Outlook Michael Hudson (SFD), Jon LeBoutillier (SMD)

  2. The Portfolio • Total assets (August 19): $951,742 • Total assets (January 1): $854,910 • Year to date performance: +12.18% • S&P 500 performance: +15.19% GTSF Investments Committee

  3. Commentary of Portfolio Performance • Performance is about in line with expectations • We actively carry about a 70% correlation to the S&P 500, so performance is broadly in line • Alpha performance came mostly from industrials and services, exposure to gold hurt performance GTSF Investments Committee

  4. Market News • All eyes on the federal reserve • Equity prices have risen on lower volumes this year; mixed over the sumer • Corporate earnings mostly beat expectations • Treasury yields increased as fears of Federal Reserve tapering its Quantitative Easing ($85bn/mo bond buying program) increased and are beginning to solidify GTSF Investments Committee

  5. Organizational Changes • Organizational turning point • Weekly IDG meetings • Stronger analysis • Increased use of industry-standard tools • Focus on the process of investing • Open and collaborative environment • Use of T-Square, website, etc. • Bi-weekly newsletter • Constant mentoring • Professional Development • Technical Skill Seminars GTSF Investments Committee

  6. IDG Meetings • Discuss market news • Discuss portfolio positioning and strategy • Sector & industry shifts • Round-table discussion over pitches/presentations • Discuss buy/sell and allocation • Blind voting GTSF Investments Committee

  7. Directors • Senior Financial Director – Michael Hudson • Senior Managing Director – Jon LeBoutillier • Director of the Portfolio – Marino Liauw • Director of Mentorship – AbhijanKhosla • Director of Marketing/Alumni Relations – Kevin Hopkins • Director of Macroeconomics – TanveerChandok • Director of Professional Development – Andrew Currie • Director of Financial Programming – Jarrod Stein • Director of Information Technology – Rohan Verma GTSF Investments Committee

  8. Sector Analysts • Financials – ArjunGopinath • Energy – Corey Nettles • Industrials – David Langley • Services – Ray DeCuir • Technology – Saxon Bartsch • Health Care – Andrew Reed • Consumer Staples – Michael Schmit • Consumer Cyclicals – Brandon Bane • REITs – David Barr • Fixed Income – Eric Keener • Alternative Investments – Brandon Danzig GTSF Investments Committee

  9. Going Forward • Every sector will be required to pitch on or before September 5 • Tuesday, 9/3: Energy, Tech, Health Care, REITs, Industrials, Fixed Income • Thursday 9/5: Services, Financials, Staples, Cyclicals, Alternatives • Sectors will be required to present at least once a month (can be for watchlist) • Presentations should have a target allocation for a position GTSF Investments Committee

  10. Concluding points • Plans for marketing the mentorship program • Plans for mentorship program • Analyst placement GTSF Investments Committee

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