For the purpose of this exercise, students will choose a well-known investor/portfolio manager (example: Warren Buffet, David Einhorn, Kenneth Griffin, Carl Icahn, Howard Marks and William Ackman etc.) for which they will conduct an investment theory analysis. The analysis of the money manager should culminate with students creating an in depth analysis of the personality, and theories followed by the manager chosen. Students will be evaluated on the depth, and scope of the analysis as well as its applicability to an investment portfolio.
The specific components of the proposed analysis should include:
The written plan will address the following components of the Capstone Business Plan and students should be able to complete the following through this project:
Section 1: Introduction and History
Section 2: Personal culture/education and strategy
Section 3: Investment Management
Section 4: Application
The written paper is to be typed double spaced, times new roman and 12-point font, page length between 4-5, with correct spelling and grammar, proper citation, references, and organized.