Team Strategy Presentation Requirements
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GUIDELINES
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| PRESENTATION |
- Objectives- To present your plans
for building and managing your portfolio. What is
your strategy going to be, how are you going to
execute it, and how are you going to measure it?
What will the end result be?
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Timing - presentations should be
about 15 - 20 minutes
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Visual aids and graphics are
encouraged
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Content should be clear, concise
and specific
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Each Team’s Strategy is Proprietary ….
Each should be unique
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| STRATEGY
DEVELOPMENT |
- Target returns and financial
results - How much are you going to make, and how
will you measure it?
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Risk - How much risk are you as a
team prepared to take?
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Asset allocation - What is the mix
of your portfolio going to be in terms of cash,
stocks, bonds. Why?
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Stock selection - What will be
your approach for selection of specific stocks?
- Top Down - Analysis of
economic trends, industries and sectors,
etc?
- Bottom Up - Fundamental
approach based on analysis of specific
companies and anticipated performance?
- Mix / Other ?
Why one approach instead of
another?
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Segment/Category Allocations and
Limits - How are you going to segment/categorize
your stock selections? What will be the minimum
and maximum limits for each segment? Why?
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Timing - When will you be entering
and exiting segments or stocks? What will be the
indicators? Why?
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Gain / Loss Limits and Disciplines
- What will be your limits for taking gains and
absorbing losses?
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Other
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