University of Oregon and Lundquist College of Small business students are celebrating a double win at a prestigious finance competitors.

The UO Investment Group team—made up of undergraduate students—took initial and the Master’s Investment Group group took second spot for a UO sweep at the 2023 CFA Institute Investigation Challenge in Portland.

The CFA (Chartered Economic Analysts) Society Portland hosted the occasion, exactly where UO students went up against Oregon State University, Portland State University, and Washington State University, amongst other individuals.

CFA is a nonprofit, self-regulating body—similar to the bar for law but not state regulated.

“It’s your stamp of in-depth understanding of government and state regulation and asset valuation,” mentioned Darek Nalle, System Manager, Cameron Center for Finance and Securities Evaluation and senior instructor of finance.

The annual worldwide equity analysis competitors is open to undergraduate and graduate students.

This year’s case study was a familiar name to a lot of in the Pacific Northwest—Columbia Sportswear. Teams dug into mandatory SEC findings, conference calls—anything that is presented publicly. They then deliver a variety of suitable valuations, an anticipated share price tag, a point estimate—in other words, a complete equity analysis report.

Oregon undergraduate students focused not just on the firm itself but also the competitors, which Nalle described as a important element to securing the win. They examined the competitors landscape, and assessed industry trends, noting what main sector players are carrying out.

“Our group excelled in these regions on best of the conventional valuation procedures,” he mentioned.

The teams presented recommendations—including regardless of whether it is a obtain, sell, or hold recommendation—to a panel of sector specialists.

“We had been the only ones to pitch a sell. Every person else mentioned obtain,” mentioned Owen Tunstill, a junior at the Lundquist College.

Adam Newman is a senior studying finance at the Lundquist College. Newman, Tunstill, Finn Whittaker, Zain Shah, and Tyler Owens competed for the undergraduate group.

“We went one–two and competed against every single other in the final also,” Newman mentioned of the UO’s undergraduate and graduate group placement. “It proves we are amongst the very best monetary applications on the West Coast.”

The CFA worldwide competitors received more than 1,000 entries, with only 136 universities advancing.

Eleven teams began in the sub-regional competitors. They created a ten-web page report with appendixes and a presentation.

The UOIG undergraduate group also competed at the CFA challenge’s Americas Sub-Regional at the finish of March, but the group did not advance.

UOIG is a student-run organization that manages, with faculty guidance, additional than $1 million spread across 3 portfolios. Founded in 1998, UOIG is a single of the most productive student-run investment groups in the United States.

Launched in 2011, the Master’s Investment Group is managed totally by graduate students. It manages a fund focused on social or business enterprise activity in the course of action of speedy development and industrialization, amongst other activities.

—AnneMarie Knepper-Sjoblom ’05, Lundquist College Communications

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