FIN 3341 Applied Portfolio Management 3.0 Credits
This course provides hands-on experience in the active management of an equity portfolio. Students apply sector and stock valuation techniques to real-world investment decisions while gaining proficiency with professional data sources. Key topics include interpreting economic data releases, analyzing corporate regulatory filings and earnings announcements, and compliance with an investment policy statement. Emphasis is placed on building stock valuation models, conducting sector analysis, and providing actionable recommendations. The course blends theory with practice, preparing students for careers in investment management, equity research, and related fields.
Repeat Status: Not repeatable for credit
Prerequisites: FIN 321 [Min Grade: C] or FIN 3321 [Min Grade: C]