Uber versus Lyft – the race starts now!

By Maximilian Mueller  This week, Uber (Uber Technologies Inc.) made headlines as speculations arose that the ride-hailing giant could achieve a $120 billion valuation in an IPO. The number stems from investment banks Goldman Sachs and Morgan Stanley who among others compete for the mandate to execute a listing of Uber. While Uber declined to…

GSMF at the Bloomberg Headquarters

The Graduate and Undergraduate Student managed funds visited the Bloomberg Headquarters in New York City. The students gained unique insights on the Bloomberg terminal and everything that goes into making it the power packed tool that it is. Interactions with the team and the brain that makes the intelligence mammoth of Bloomberg, helped the students…

(Ir)rational Investing

  David Cabral – There is a belief that the best investor is an unemotional investor.  Like Joe Friday, investors should only be interested in “just the facts ma’am.”  However, if an investor lost or gained a large amount of money on the stock market, it could lead to irrational behavior.    In 1957, American…

Back to the Future, The Return of Direct Indexing

David Cabral– American investors are required to pay taxes on capital gains, including profits generated from their investments. Since US regulations require mutual funds and ETFs to pass any capital gains to shareholders on an annual basis, tax efficiency can be limited for investing in mutual funds and ETFs. One reason why ETFs have risen…

Reassessing the markets with Allen Hahn

David Cabral- Students from the Student Managed Funds of Umass Boston, once again welcomed Allen D. Hahn (owner of ADH Advisors, Inc., a financial valuation consulting firm). Mr. Hahn discussed, at length, Fundamental and Technical Analysis or the ‘The Ying and Yang of Equity Security Valuation‘ with the assembled group of undergraduates and graduates, describing…

Talking Technicals with Patrick Torbert

David Cabral-  The UMass Boston Student Managed Fund team members visited the chartroom at Fidelity Investments in Downtown Boston.  Before the tour, the Media Team was able to interview our guide, alumnus Patrick Torbert (MBA’12), a Research Associate at Fidelity.Here’s a synopsis of our chat. Media Team (MT): Hello Patrick.  Thank you for taking the…

Allen Hahn: Fundamental vs. Technical Analysis

By Miguel Ramos Whether you are thinking about or have already gone into the finance field, you have probably asked yourself: Am I more of a fundamental or technical analysis oriented? If you haven’t asked yourself this question, well, you really should. Fundamental and technical analysis are the basis of thinking when examining the market….

The Oil Market Take

By – Carl Lacey Oil is currently trading near its 4-year highs ($85 per barrel for Brent crude) and several industry analysts/trading houses believe that $90 – $100 per barrel of oil is possibility To help us understand the oil market a little better with an emphasis on its current state, we spoke to Carl…

Emerging Contagion???

    By – Sadhya Singh Recent events in emerging markets have sparked concerns over a potential global downturn. A brief glimpse. For the first time since 2016, the IMF downgraded its projections for global expansion from 3.9% to 3.7% for 2019. The reasons cited for this downgrade were trade tensions and emerging markets. Markets…

No Tomorrow Without Telecom

Oct 16,2017 Can you imagine yourself without your cellphone for a minute? Without being able to text, call, surf the Internet, post pictures on Instagram, read your Twitter? Though most of people did not have a personal cell phone 20 years ago, idea of not having access anytime to the phone seems ancient. Not so…

Profiting In Pursuit Of Peace

World peace, as attractive as it might sound, is not a lasting reality. What we observe in the world is the military might of one state dominating another or the rest of the world, as was the case in the last few decades after the Cold War. Once established, such dominance leads to a power…

Bloomberg’s in house Experts visit

As a part of AMP speaker series, we invited Bloomberg in house experts Paras Doshi and Peter Sheppard. As the semester is half way through it was good time for the students to know what are the useful functionalities available in Bloomberg that allows students to manage their portfolio. We had an advance level session…

GSMF visit to State Street

Last Friday both graduate and undergraduate student managed funds students visited State Street trading floor. It was a great experience for the students and they were pleased with the visit. We had a briefing session with Nicholas Bonn President of State Street Global Markets, the topics varied from discussion on State Street diverse divisions to his journey…

Allen Hahn’s revist to UMass

Is Investment Management an science to be taught or an art to be learnt? On beautiful Monday evening Student Managed Fund proudly hosted Allen Hahn, Adviser  at ADH for the second time. Allen came back to us with an more interesting presentation and, as SMF promised last time arranged the presentation  in  one of our…

Summer Update !!!

Bloomberg Lab follows library hours Spring Intersession Hours | May 21 – May 30 Monday – Friday    7:30 a.m. – 5:00 p.m. Saturday and Sunday CLOSED Summer Session Hours | May 31 – August 25 Monday – Thursday       7:30 a.m. – 9:30 p.m. Friday 7:30 a.m. – 6:00 p.m. Saturday 9:00…