Pfizer Inc: Corporate History, Social and Governance Issues, and Financial Performance, A Research Note
This research note was prepared by Hailey Chulamorkodt, Aleena Kuriakose, Winston Lee, Muntaha Raza, Mridula Shanker I. Introduction Pfizer is a pharmaceutical company renowned for innovative research and development of new drugs and therapies. The company has significantly advanced healthcare by discovering treatments for a wide range of conditions, including infectious disease, cardiovascular disease, and…
Read MoreRACEing to the Future
Ferrari (NYSE: RACE) is known as a symbol of luxury, performance, and exclusivity. Since its first car in 1947, it has defined the racing and automotive industry. The Maranello, Italy-based company continues to make the most sought-after vehicles and has successfully shaped itself as a luxury brand (source) . Overview Ferrari operates at the intersection…
Read MoreKensico Capital’s Tom Coleman visits with the SIF
Last week, the members of the SIF had the pleasure of hosting Union trustee Tom Coleman (class of 1988). Mr. Coleman captivated his audience with stories of a street-style basketball shoe brand that he founded in the early 1990s; his part-time job at a hedge fund while attending Columbia Business School; and his experience of…
Read MoreGoing LONG on BYD: A Global EV Sector Play
What is BYD? BYD stands for “Build Your Dreams”. It is a Chinese manufacturer of electric and hybrid vehicles with sales in Asia, Latin America and Europe. It was founded by Wang Chuanfu in 1995 in Shenzhen, China where it is headquartered. BYD started as a battery-making company but transitioned into the electric vehicle market…
Read MoreBuy Prologis
What is Prologis? According to its 2023 annual report, “Prologis is the global leader in logistics real estate with a focus on high-barrier, high-growth markets.” The logistics real estate sector provides warehouse distribution and fulfillment centers to streamline supply chains and meet the demands of both traditional and online commerce. Prologis develops and manages these…
Read MoreDavid Katz of Matrix Asset Advisors Speaks to Standing-Room-Only Crowd
On April 3rd, the Student Investment Fund had the honor to host David A Katz (Union Class of ‘84), President and Chief Investment Officer of Matrix Asset Advisor, a firm David co-founded in 1986. David has an MBA from NYU, is a CFA charter holder, and appears frequently as a guest on CNBC (e.g. here…
Read MoreAn Introduction to ESG with Bloomberg Analysis
On Wednesday, 2/7, ESG sector director Ben Tichner presented on the emerging trend of ESG in financial markets. The focus of this presentation was a historical look at sustainable finance, the contemporary ESG movement, and a demonstration of the various ways to access and synthesize ESG data in the Bloomberg Terminal – with a specific…
Read MoreAlumni Visit: Curtis Butler ’90
Last Wednesday, the Student Investment Fund had the privilege to hear from alumnus, Curtis Bulter ‘90, who listened to updates on our current fund positions and provided insight on how we should continue to move forward with the portfolio. Butler graduated from Union with a double major in Economics & Modern Languages and has had…
Read MoreVoting Apple’s 2023 Proxy
On Wednesday, 1/24, the corporate governance team consisting of DJ Jun, Rathika Nair and Michael Rocco O’Krepky presented their recommendations for how the fund should vote our $80K worth of Apple shares in the upcoming shareholder meeting. The motivation was that being responsible owners of our assets means participating in the governance of the companies…
Read MoreMove cash to SGOV
What is SGOV? SGOV is iShares 0-3 Month Treasury ETF (SGOV). It invests in ultra-short-term treasuries, is passively managed, has a low expense ratio of 0.07%, and has an average bond duration of 0.09 years. What is the investment thesis? At the time of this writing (December 2023), cash represents more than 16% of…
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