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                                                                                  Investment Club

    

                               photo of investment club

The Investment Club, which meets every Tuesday at 7:00 PM during the fall and spring semesters, is led by students with oversight from a faculty advisor.  

 

The Club maintains a successful student-run investment portfolio started in 2003 after receiving a $100,000 gift from a generous donor. By October 2013, the portfolio reached over $203,000. 

 

The portfolio is invested entirely in U.S. and large international stocks traded on the New York Stock Exchange and the NASDAQ.  The stocks are selected based on financial and non-financial criteria. 

 

The main goals and objectives of the club are as follows: 

  • To provide a “hands on” laboratory experience for students from all majors and academic disciplines.
  • To create an income stream (a percentage of each year’s investment income) from which to provide funding for student organizations.

The club also seeks to organize trips to stockholders meetings and finance institutions. We will host various professionals as guest speakers at club meetings and organize informative, relevant chapels for the student body during the school year. We also organize the campus-wide Investment Club game in the spring which awards winners of the game with monetary prizes.

Investment club members research and analyze financial information about specific companies to determine if they meet the necessary financial criteria. They look for mid to long term growth stocks that will be held for a minimum of one year. Other financial considerations are based on the quality of the firm’s financial statements, growth in earnings, cash flows, and analysts’ assessments of the firm’s future prospects. The Investment Club seeks to diversify its portfolio to include all ten economic sectors as defined by the Global Industrial Classification Standard (GICS). The club also strives for diversification by investing in international and multinational companies. The risk of the portfolio is kept in check by limiting the initial investment in any security to less than 10% of the total portfolio value.

The Investment Club analyzes company operations regarding social issues, environmental issues, charitable giving, poverty, morality, ethics, and at the most basic level, legality. To aid us in this decision making process, we utilize research materials given to us as gifts by two generous Christian financial institutions. 

Stewardship Partners (stewardshippartners.com) gives us access to their Biblically Responsible Investing Institute Database and we also were also generously given a one year web membership to Sound Mind Investing (soundmindinvesting.com).

 

For more information, contact Matthew Bergey (mb1460@messiah.edu) or Daniel Muchmore (dm1329@messiah.edu).

 

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